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

Our approach

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

Our investment philosophy and approach:

Establish a clearly defined, long-term strategic aim
Integrated approach to determine risk tolerance and time horizon
Translate strategic aims into quantitative risk and return objectives
Regularly re-appraise position and progress relative to the long-term objective

All investment policy decisions clearly link back to investment objectives.

Consider and quantify the impact on risk and reward from liability hedging decisions
Focus on diversifying risk premia or sources of return rather than capital allocations
Focus on asset classes where there is a fundamental rationale for generating excess returns
Focus on assets which generate predictable cashflows

Structure mandates to be precise (i.e. to isolate the desired risk premia)
Diversify across risks and managers
Strategically focussed monitoring

Good governance structures enable timely decisions, made by individuals best placed to evaluate the available options
No single solution is optimal for all clients, so we approach governance with an open mind and enthusiasm to debate and consider the merits of different approaches

“Our ambition is to become a true trusted partner to our clients by providing innovative, tailored advice and first class service.”

Richard Cooper
Head of Investment Consulting

Working with Momentum

"The Momentum team combine three capacities each of which are important but almost never found together in UK investment consultants: strong and clear communication, dedication to the solution that is right for the client rather than one from a pre-packed model and strong technical skills. All the Momentum clients that I know have extremely high regard to Momentum's work and their personal relationship, as do I." - Nick Spencer, Founder of Gordian Advice.

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Providing independent advice to UK pension schemes