About Batseta
Batseta is a non-profit organisation, which is focused on the interests of principal officers, trustees and fund fiduciaries within the retirement industry and is managed by its own appointed Board of Directors.
We are a South African Qualifications Authority (SAQA) Registered Professional Body for retirement fund principal officers and trustees. We are also an Assessment Quality Partner (AQP) or examining body for the principal officers and trustees occupational qualifications.
The name “Batseta” was coined by Jabu Mngxekeza, a long-standing employee of Batseta. Our logo and design and very essence comprises of three distinct, yet equally important parts. Firstly, the name. “Batseta” is a Sepedi word meaning advisory council. This is a core focus of ours, being ready to advise the members of this organisation in much the same way that trustees are there to support the members of their fund.
The Batseta corporate colour Blue is often associated with prosperity. As an organisation we would like our members to be successful and to prosper. Lastly, there is the overall circular structure of the logo. Circles are representative of unity, wholeness and infinity. They are often seen as protective symbols and they suggest inclusivity and togetherness. The larger circle is not closed. This is because it represents interaction and open channels of communication. The smaller circles of the Batseta logo represent the board of trustees. The range of shades of the circles represents the diversity of those trustees. Diversity is important because the trustees represent members who are also very diverse. The smaller circles forming the larger circle also represent the fact that the council works together as one team.
Board of Directors
Radesh Maharaj
Bongi Mkhize
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Shafeeq Abrahams
Kobus Hanekom
Musa Mabesa
Chairman
Jolly Mokorosi
Vice-Chairman
Leslie Ndawana
Frans Phakgadi
Kgomotso Ramokala
Nazley Sallie
David Seleke
Secretariat
Anne-Marie D'Alton
Chief Executive Officer
Lucretia Mosing
Financial and Administration Manager
Bianca S Moyo
Communications
Manager
Mmaletsatsi Mahlalela
Financial and
Administration Assistant
Jabu Mngxekeza
Education and Training Administrator
Gloria Ntaba
Receptionist
Elizabeth Ramalepe
Office Assistant
Suzan Padi
Sheron Mokgoto
Education and Training Co-ordinator
Mpendulo T Ximba
Communications and Marketing Co-ordinator
Nompumelelo Skhosana
Graphic Designer and Communication Intern
Manifesto
Our Strategic Intent
Create an open and fair environment in which our members can practice with confidence and thrive within.
Our Manifesto
Hover over the logo for more information
Corporate Sponsors
We would like to thank the following Batseta Corporate Sponsors:
10x Investment Managers
We are 10X, a leading investment manager with investors at the heart of the business. We consistently deliver excellent, industry-beating returns by applying three core principles – diversification, long-term asset allocation and keeping costs down. Our assets under management exceeds R35bn.
Since the acquisition of CoreShares in 2022, 10X offers a suite of investment products across four client channels: Direct-to-Consumer, Financial Intermediaries, Employers and Institutions.
27Four Investment Managers
27four is an independent financial services group focused on the provision of products and services to retirement funds, corporates, individuals and licensed entities within the financial sector. We design leading-edge solutions through leveraging the experience, strength and diversity of our team. This coupled with our distinctive investment approach that makes the best use of financial engineering ensures that we can unlock value by implementing new approaches and ideas to fulfil the unique demands of our clients. We are responsible corporate citizens and believe in shared value with an uncompromising commitment towards protecting the health of society and the environment through our responsible investment practices and maintaining a high standard of ethical leadership.
Most importantly, our clients always come first.
AlexForbes
At Alexforbes we pioneer insights to provide you with advice that connects your decisions of today to your
impact tomorrow with investment, retirement, healthcare and administration solutions. Alexforbes is listed on the Johannesburg Stock Exchange (JSE). Its clients span both the private and public sector:
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Corporate clients: employers, retirement, health, investment and other special purpose funds
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Individual customers: members and beneficiaries of these funds, as well as the wider individual market.
Our geographic focus is South Africa (where we have been operating since 1935), sub-Saharan Africa
and the Channel Islands.
Ashburton Investments (for Corporate and Institutional Clients)
Ashburton Investments is the FirstRand group's trusted asset manager.
We bring a solutions approach to meeting our clients’ varied investment needs, using a range of investment capabilities and solutions and a strong focus on managing risk and volatility.
Our money market, fixed income and private market offering, together with our liability driven investing capabilities, provides investors with the tools they need to enhance their current portfolio construction and manage their liabilities.
Baillie Gifford
Founded in 1908, Baillie Gifford is a global investment management firm that is based out of Edinburgh, Scotland. Wholly owned by 52 partners we serve a global client based across a range of investment mandates.
We take an active approach to investment management, building high conviction portfolios from the bottom up using fundamental and proprietary research. Uniquely, we have no profit or growth targets and prefer to see ourselves as stewards of our client’s capital. This is reflected in the type of client partnerships we seek with our longest standing client being over 100 years old.
As at 31/12/2021 we have assets under management of c$455bn and mange just under $1.8bn on behalf of a diverse range of South African clients.
Futuregrowth Asset Management
Futuregrowth is a fixed interest investment company that manages around R193 billion (US$12 billion). We manage a full range of fixed interest and developmental impact funds on behalf of our clients. We are committed to managing and investing our clients’ funds in a responsible manner to advance social, environmental and governance change.
Lane Clark & Peakock (LCP)
LCP delivers independent and unbiased consultancy services. We help Sovereign Investors implement effective investment strategies focused on achieving their objectives while carefully managing risk.
Established in 1947, LCP is one of the largest independent, consulting partnerships in the world. Our specialist consultants provide clear, concise advice focused on your needs. WE have developed proprietary innovative technology to deliver real-time insight and control, to enhance decision-making.
Our investment practice is complimented by significant business engagement across pensions, insurance, energy, and business analytics. Our 170+ person strong investment team advises some of the largest and high-profile investors around the globe such as sovereign wealth funds, central banks, endowments and public and private pension funds. We also work with large institutions in Africa to advise them on their investments, some of which are used to fund developmental projects and infrastructure in Africa
As an independent consultancy, we are not associated with any asset manager, nor do we promote investment products, ensuring that our advice is free from any conflict of interest.
M&G Investments
M&G Investments (previously Prudential Investment Managers) is one of South Africa’s top 10 asset managers. Established in 1994, we are part of the global M&G plc group, one of Europe’s largest active asset managers. We pride ourselves on our long-term top-performing range of investment solutions, from higher-risk equity portfolios to offshore unit trusts managed by M&G Investments overseas.
We are proud to have achieved a certified Level 1 B-BBEE rating; 63% of our SA-resident shareholder base is black-owned and transformation remains a priority across our business. We take our responsibility as custodians of our clients’ hard-earned savings very seriously, and embed environmental, social and governance (ESG) factors in our fundamental investment process. For more information, visit www.mandg.co.za.
Momentum Investments
We are in the business of trusted partnerships with retirement funds, asset consultants and advisers in South Africa’s, and we are proud of these strong personal relationships.
Our investment approach means constructing a portfolio that is capable of meeting an investor’s needs. Our outcome-based investing philosophy places the investor's needs at the centre of the investment process, allowing us to align your investment with your financial goals. Our investment solutions include multi- and single-asset-class solutions, as well as specialist portfolios, offering you a broad range of investment strategies with access to various asset classes.
Momentum Investments was created in December 2010 as a result of Momentum Metropolitan Holdings Limited’s client-centricity strategy, through the consolidation of various investment capabilities. The underlying investment businesses of Momentum Investments include Momentum Asset Management, Momentum Outcome-based Solutions, Momentum Investment Consulting, Momentum Alternative Investments, ERIS Property Group, Momentum SP Reid (now known as Momentum Securities) and Momentum Global Investment Management.
The support and resources of a large group gives you peace of mind. Momentum Metropolitan Holdings is our shareholder, affording us the stability and strength of a listed company. The security of the Momentum Metropolitan Life Limited balance sheet offers protection that few others can.
We understand that your investment isn’t just another investment. It’s unique to you. Through meaningful partnerships, we believe in delivering personal investment goals together. With us, investing is personal.
Ninety One
Ninety One is an independent, active global investment manager dedicated to delivering compelling outcomes for its clients, managing approximately R2.7 trillion in assets (as at 31.12.22).
Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors and individual investors around the world.
Old Mutual Alternative Investments
Old Mutual Alternative Investments (OMAI) is one of Africa’s leading private alternative investment managers. We have over *ZAR 76 B (USD 4.8 B) in assets under management in Infrastructure, Private Equity, Impact Investing and Hybrid Equity.
Established in South Africa in 2000, OMAI is one of the first alternative investment managers, inheriting a rich history in the investing space as a member of the Old Mutual Group, with more than 175 years of investing experiences in Africa. We aim to deliver consistent, competitive returns to investors, and create a positive, long-term impact in the communities and environment we live and invest in.
Our investments build the houses, schools and thriving businesses that Africa needs, as well as provide essential infrastructure such as sustainable power generation, roads, railways, airports and telecommunications.
*Attributed to Old Mutual Alternative Investments as of 31 December 2021.
Old Mutual Corporate
Old Mutual Corporate is a dominant player in the traditional employee benefits industry with an asset based revenue and profit model. We offer a range of world class solutions to employees of our clients, who range from small businesses to large corporates in both the private and public sector. These solutions include retirement investment portfolios, risk cover solutions, professional consulting services as well as member education, support and financial advice.
Old Mutual Investment Group
Old Mutual Investment Group is a leading African investment manager with a long history of helping people and institutions achieve their investment goals. We offer a comprehensive range of local and international investments. Our focus is on delivering sustainable long term returns for our clients, while being responsible stewards of the assets we manage. We believe that to deliver investment excellence, we need to incorporate independent thinking into managing our client portfolios. We achieve this through our teams’ autonomous investment processes, with each one focused on a specialist area of expertise. These teams integrate sustainability considerations across all their investment and ownership decision making processes, as investing for a future that matters permeates everything we do.
RisCura
RisCura is a purpose-driven global investment firm that offers investors unique insights and guidance to help shape the future world we all want to live in whilst still achieving and exceeding financial goals for its clients. We have been awarded a Level 1 BEE Contributor certificate in line with the Broad-Based Black Economic Empowerment (B-BBEE) codes of good practice in South Africa.
RisCura is known for its leading focus on liability-driven investing, responsible investment practices, investment transparency, reliable valuations, independent risk assessments, world-class performance standards and excellent returns, which has brought about a major
systemic shift in the African investment landscape. Through constantly exploring new ways to invest with care and meet the needs of clients, RisCura finds unique investment opportunities for its clients.
Today RisCura advises clients with combined assets of more than $150bn. The company strives to steer global capital towards investments that benefit society and the planet in the long run. RisCura has won numerous industry awards. The firm has a big Africa-focus: with a footprint in South Africa, United Kingdom, China, Hong Kong, Botswana, Kenya, Mauritius, Namibia, Nigeria,
Zambia and Ireland. For more information about its investment services and approach, visit the RisCura website:
https://www.riscura.com
Robeco
Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds. Research lies at the heart of everything we do, with a ‘pioneering but cautious’ approach that has been in our DNA since our foundation in Rotterdam, the Netehrlands, in 1929. We are a global leader in sustainable investing since 1995, its integration of sustainable as well as fundamental and quantitative research enables the company to offer institutional and private investors an extensive selection of active investment strategies, for a broad range of asset classes. As at end of September 2022, Robeco had EUR 173 billion in assets under management, of which EUR 164 billion is committed to ESG integration and 69,3 billion is managed based on Quant models. More information, visit our website at robeco.com
Sanlam Investments
With over *R540 billion in assets under management across both our retail and institutional businesses, Sanlam Investments is one of South Africa’s largest asset management companies. We leverage areas of competitive advantage to develop and grow high-quality investment solutions that are differentiated but relevant within a changing asset management landscape. In doing so, we remain responsive to our clients’ changing needs.
As the South African asset management arm of the Sanlam Group, we leverage the depth and breadth of our expertise across active management, index tracking, alternative investments, responsible investing, multi-management and international investments to create more optimal portfolios for our clients. At the heart of our purpose is our journey towards long-term sustainability for South African investors and future generation, our economy, our planet and our business.
*Assets under management as at January 2021.
At Schroders, asset management is our business and our goals are completely aligned with those of our clients - the creation of long-term value.
We have responsibility for £773.4 billion¹ (€898.4 billion/US$939.2 billion) on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.
Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
Schroders in South Africa
Schroders is highly committed to the South African market and currently offers a number of FSCA approved funds and a listed property company to South African investors. The South African branch of Schroder Investment Management Limited is based in Cape Town, with a secondary local office in Johannesburg.
Source: ¹Schroders, all data as at 30 June 2022.
Schroders
Sarasin & Partners
We are a London-based asset management group, managing assets on behalf of our clients – charities, institutions, intermediaries, pension funds and private clients, based both in the UK and around the world. Our company is known as a market leader in thematic investment, and as a specialist in long-term income and dividend management across multiasset and equity mandates. We are able to offer our clients both active management and systematic approaches to investment. Our diverse, experienced investment team stretches from global analysts to economists and risk experts, all sharing knowledge and ideas on a daily basis. This team-based approach, combined with our responsible principles, ensures dynamic investments with high conviction at their core.
Steyn Capital Management
Steyn Capital Management is a team of 17 South Africans investing over R10 billion of institutional funds in a range of award winning long-only and hedged equity strategies in South Africa, pan-Africa, and global Frontier and Emerging Markets. Steyn Capital won HedgeNews Africa awards for South African hedge fund and/or African fund of the year in 2010, 2012, 2014, 2017 and 2021, and was nominated in 2009, 2011, 2015 and 2022.