Who we are
Momentum Investment Solutions & Consulting (Momentum ISC) is a team of experienced investment consultants established in 2015 to provide innovative and tailored 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, our clients see the value of having experienced generalists who can guide them across all aspects of their investment policy to help achieve their objectives.Meet the team
What sets us apart?
We are completely client-centric and believe that strong relationships build trusted partnerships.
- we are strategically focussed generalists
- we have extensive experience advising large, sophisticated pension schemes
- we tailor all our advice to each client's circumstance
- we are flexible and nimble
We have a clear and consistent approach to setting objectives and a distinct philosophy that guides investment policy decisions.
- Establish strategic aims and journey plan
- Translate into measurable risk and return objectives
- Diversify sources of risk and return
- Seek predictable sources of return
- Tailor mandates to suit each client’s objectives
- Ongoing monitoring and enhancements