Mike Adsetts, Jeanette Marais, Wilma de Groot, Thabo Tembo
Strategic partnership deepens portfolio integration in quantitative equity products and research
Momentum Investments and Robeco have entered a strategic partnership, affording Momentum Investments access and exclusive distribution rights to Robeco’s quantitative equity portfolios and research support for the Southern Africa Development Community region. The partnership also provides Momentum Investments with broad access to Robeco’s best practices and insights.
As allocators of capital across the investment team in London and South Africa (SA), Momentum Investments has identified Robeco as a core partner to deepen integration between the local and global portfolio allocations, deemed as a crucial investment success factor.
Robeco is an international asset manager founded in 1929 and a global leader in quantitative and sustainable investing since 1995. Quantitative or “quant” investing is an investing strategy that uses mathematical models and data analysis to make investment decisions and manage portfolios in a more systematic fashion.
The partnership follows five years of collaboration between Momentum Investments and Robeco. With this partnership, Momentum Investments can achieve more holistic integration and alignment of local and global allocations by using Robeco quants as a core provider in global equity funds.
The continued relaxation of exchange controls has increasingly required assets managed in SA to have strong alignment and integration between the local and global components of portfolios, which also ensures the consistency and integrity of the investment philosophy and risk management. The strategic partnership with Robeco, together with Momentum Investments’ London office Momentum Global Investment Management, as well as SA based teams, will ensure that the company can continue to provide investors with world leading insights and access to global investment opportunities.
Mike Adsetts, Chief Investment Officer of Momentum Investments: “We are excited by the prospects afforded by the partnership and look forward to the ability to leverage the complementary skills of Momentum and Robeco to the benefit all our stakeholders.”