The Adviser Issue 12 | Page 47

MARKETS & INVESTING
Momentum ’ s approach to outcomebased investing
At Momentum , outcome-based investing is not just a strategy – it ’ s the core of our client-centric approach . For over 25 years we have tailored our value proposition to develop investment portfolios that align with clients ’ specific needs , thereby enhancing the likelihood of achieving their investment goals . Our focus on outcome-based investing enhances the likelihood of achieving investment goals , ensuring that our clients remain invested and committed to their financial plans . Our commitment to this approach ensures that our clients remain focussed on their goals , regardless of market conditions . By aligning our investment strategies with the unique needs of each client , we enhance the likelihood of achieving successful outcomes and helping our clients secure their financial future .
To learn more about how Momentum can help you achieve your financial goals through outcome-based investing , visit our website : https :// momentum . co . uk / uk-adviser to contact us directly . We are here to help you put Momentum into your investment approach and achieve the outcomes that matter most to you .
Disclaimers : Important Notes . This document is only intended for use by the original recipient , either a Momentum Global Investment Management Limited ( MGIM ) client or prospective client and does not constitute investment advice or an offer or solicitation to buy or sell . This document is not intended for use or distribution by any person in any jurisdiction in which it is not authorised or permitted , or to anyone who would be an unlawful recipient . The original recipient is solely responsible for any actions in further distributing this document , and in doing so should be satisfied that there is no breach of local legislation or regulation . This document should not be reproduced or distributed except via original recipients acting as professional intermediaries . This document is not for distribution in the United States . Any opinions expressed herein are those at the date this document is issued . Data , models , and other statistics are sourced from our own records , unless otherwise stated . We believe that the information contained is from reliable sources , but we do not guarantee the relevance , accuracy , or completeness thereof . Unless otherwise provided under UK law , MGIM does not accept liability for irrelevant , inaccurate , or incomplete information contained , or for the correctness of opinions expressed . Past performance is not generally indicative of future performance . MGIM ( Company Registration No . 3733094 ) is authorised and regulated by the Financial Conduct Authority in the United Kingdom and has its registered office at The Rex Building , 62 Queen Street , London EC4R 1EB . © MGIM 2024 .
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