Momentum

The balance between being an “avoider” and an “assertive”

When clients make investment decisions that affect what they should have earned and what they actually earned, they incur a behaviour tax. There are many types of behaviours that can adversely affect an investment...

What to look for in a DFM partner

Florbela Yates, Head of Momentum Investment Consulting (MIC) unpacks the reasons why many financial advisers partner with a Discretionary Fund Manager and why it’s important to ensure that the DFM you select offers a professional service and can assist with all the services that you require.

Make any investment with the end goal in mind

Florbela Yates, Head of Momentum Investment Consulting, advises about proposed amendments to Regulation 28 of the Pension Funds Act and how the proposed changes will affect pension fund trustees, asset consultants and administrators.

The wisdom of wealth – an interview with Martin Riekert

Blue Chip speaks to Martin Riekert, Executive Head of Retail Investments at Momentum Investments, about his success and the success that follows him.

The role of offshore investments for South African investors

Sound advice for South African investors from Florbela Yates, Head of Momentum Investment Consulting

How to navigate volatile markets

Sound advice by Florbela Yates, Head of Momentum Investment Consulting

Building Momentum in a global slowdown

Florbela Yates, Head of Momentum Investment Consulting, shares her advice on how to keep a long-term view through short-term volatility.

Diligent evaluation

How to get the most out of your relationship with your DFM.

How a Discretionary Fund Manager can assist financial advisers

Partnering with a DFM makes administration and implementation processes much simpler, allowing you to provide a more professional service.