Minutes with Momentum - Episode 6

Many investors today are becoming increasingly focused on their ability to beat a market benchmark by selecting the best performing funds and investment managers. However, the truth is that outperforming the market is no guarantee of an individual’s investment success. Investment success is about consistently meeting an investor’s investment needs – whether that be to generate an income in retirement, preserve capital or simply to grow their wealth within the parameters of a predefined risk profile.

Momentum Investments has built a leading range of outcome-based solutions that set their sights beyond mere benchmarks and instead focus on the things that matter the most to investors – ensuring they consistently achieve their investment goal(s).

In support of our revolutionary investment philosophy, we have conducted a series of informative interviews with a diverse range of industry thought leaders and investment experts. These interviews serve to provide further insight into Momentum Investments’ current market views and to elaborate on the innate benefits of adopting an outcome-based approach to investing.

Risky business

As portfolio managers one of the most effective levers in our arsenal is to manage risk. Ultimately understanding risk and the type and nature of risks that we are prepared and actively want to take is a fundamental building block in managing our Outcomes-based portfolios. Sonja Saunderson unpacks our views on risk and how we manage it in this episode of Minutes with Momentum.

The year ahead

In the following episode, the economist of Momentum Investments, Sanisha Packirisamy, will be discussing the macroeconomic outlook for the year ahead.

Momentum Investments’ integrated portfolio construction process

Head of Investment Management, James Klempster, discusses Momentum Investments’ integrated portfolio construction process and how the London based and SA based teams work together seamlessly to build Outcomes Based Solutions.