The fundamental need for health and behaviour modelling in retirement planning
Through this merging of technology and investment expertise, Cogence is not only the first truly global discretionary fund manager (DFM) in South Africa, but the first DFM globally to add a layer of personalised health and longevity insight to essentially map out every aspect of an individual’s financial plan, says Adrian Gore, CEO, Discovery
Global model portfolios for your advice practice
The new Equilibrium global model portfolios, sub-managed by our London based investment business, Momentum Global Investment Management (MGIM), gives South African investors access to a diversified range of global opportunities across a broad range of asset classes, countries, companies, currencies, and market sectors.
Should financial advisors use a DFM?
There is no one-size-fits-all definition that applies to all DFMs. It depends on the value proposition that a DFM has.
How advisors are benefitting from partnering with a DFM
A growing number of financial advisors in South Africa are starting to use discretionary fund
managers to help them manage their clients’ funds in the complex world of fund management, says Methula Sikakana, Business Development Manager, Equilibrium
How we approach investments and the rationale for using a DFM
As an advisor, I believe that my role is not to avoid risk, but rather to understand the relationship between risk and reward and to manage risk(s) appropriately, relative to the objectives of the portfolio.
Choosing a Discretionary Fund Manager
A partnership with a DFM not only saves the advisor an enormous amount of time, but also ensures that all the investment considerations are met, says Florbela Yates, Head of Equilibrium
Use your discretion
Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner at Kainos Wealth explains the pros and cons of outsourcing investment management to a discretionary fund manager in South Africa.
A focus on the future of investing
"With increasing complexity, we need to focus on our speciality and niche and find the right partners to journey towards success with." says, Jeanette Marais, CEO, Momentum Investments and Deputy CEO, Momentum Metropolitan Holdings
The local need for truly global investment expertise
The need for truly global investment expertise to support the local advice industry is more pressing than ever, but why?
Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
