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.
DELEGATED SERVICES
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ADVISORY SERVICES
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DEDICATED TEAM
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What sets us apart?
Our mission is to help our clients achieve their desired outcomes by providing innovative and tailored advice. We put our clients at the heart of everything we do and our aim is to build trusted partnerships with our clients so that we are seen as an extension of their team. We believe that we offer one of the strongest investment consulting propositions, based on the experience of our team, and our generalist approach. Ultimately we believe that the best outcomes are achieved through collaboration with clients, other advisors and investment managers.
Our services
We provide advisory services across all aspects of investment policy management, including:
- Investment strategy (objective setting, risk budgeting, Asset Liability Modelling)
- Portfolio construction
- Bespoke mandate design
- Manager research, selection and monitoring
- Responsible investment advice and reporting
- Transition co-ordination
Responsible investing
We believe that ESG-related risks and opportunities can have a material financial impact on our clients’ portfolios. The assessment of risk and risk management, including ESG risks, is a key part of our manager research and investment processes. We take a long-term approach to investing, and believe that engagement (over divestment) is critical to improving investment outcomes for our clients but also in driving meaningful real world change. We advise our clients on setting stewardship priorities and managing climate risks, and actively engage with investment managers to ensure they are being good stewards of our clients’ assets.
LATEST UPDATES
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