Our Investment Philosophy

At Momentum we follow an outcome-based investment philosophy which guides our approach in determining the optimal benchmark or strategic asset allocation for a particular investment objective.

Our core strength is a detailed, in-depth understanding of multiple asset classes. For each asset class we undertake extensive modelling using proprietary techniques to assess likely returns under different scenarios.

We believe in the value of optimally blending asset allocation, investment strategies and mandates to provide robust solutions with the aim of making the investment journey for the end client as palatable as possible.

A consistent outcome-based investment philosophy means using international diversification and unrivalled flexibility to seek the investment return necessary to achieve a desired outcome while eliminating unnecessary risk.

The Harmony Portfolios aim to create the best combination of investments to provide optimal returns relative to each of the eight mandates’ tolerance for risk.