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About

Momentum is in all of us...

...it’s an energy that propels us forward and moves us along our life’s journey. Established in the UK in 1998, Momentum is a specialist global investment manager, focused on designing, building and managing outcome-based investment solutions and consulting services.

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Why Momentum

What makes us different

We construct funds and portfolios with an outcome in mind. This means the starting point is already aligned to deliver on the predefined outcome. Every investment decision we make is with the outcome in mind. This ensures that we manage the risk relative to the outcome in the most optimal and effective way possible.

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Our Investment Philosophy

At Momentum we have an outcome-based investment philosophy which guides our approach in determining the optimal benchmark or strategic asset allocation for a particular investment objective. Read More >

Our core strength is a detailed, in-depth understanding of multiple asset classes. For each asset class we undertake extensive modelling using proprietary techniques to assess likely returns under different scenarios. Read More >

We believe in the value of optimally blending asset allocation, investment strategies and mandates to provide robust solutions with the aim of making the investment journey for the end client as palatable as possible. Read More >

Investment Consulting

provide independent advice to UK pension schemes

We have a wealth of experience spanning strategic advice, risk management, portfolio construction and implementation. In an industry that is moving towards ever-increasing specialisation, we see the value of having experienced generalists who can step back and see the big picture.

Investment Consulting

Global Fund Solutions

innovative outcome-based investment solutions

In this era of increased market volatility and investor uncertainty it is difficult for investors to ensure their specific risk / return requirements are met by their investment portfolios. Momentum has created a range of multi-asset solutions designed specifically to address this area of potential risk for investors.

News & Insights

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Global Matters

James Klempster, CFA

24 February 2020

The Dangers of DIY

Investments as a profession has done a poor job of demonstrating our collective usefulness over and above a Do It Yourself (DIY) approach.

(Investment Week) Big Question

What would investors like to see from the Chancellor's Budget on 11th March

Opportunities to leapfrog in Emerging Markets

Global Matters

David Lashbrook, CA (SA), CFA

10 February 2020

Opportunities to leapfrog in Emerging Markets

I wonder if the combination of poor existing infrastructure and technological advancement could transform the retail sector in emerging markets.

(Trust Net) Why investors shouldn’t miss out on the value opportunity

The serial underperformance of the value style over the past decade shouldn’t put investors off, says Momentum Global Investment Management’s James Klempster, they should use it as an opportunity.

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Get in touch

Should you have questions about Momentum Global Investment Management or any other query in a specific country or region please click the contact us button.

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