ABOUT US

Batseta is a non-profit organization, 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.

 

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 Africa 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

 
Isaac Ramputa
Chairperson
Anne-Marie D'Alton
Chief Executive Officer
Linda Mateza
Fiona Butler-Emmet
Kgomotso Ramokala
Vice-Chairperson
Thupudi Mabunele
Kobus Hanekom
Bonginkosi Mkhize
Philda Mphephu
David Seleke
 

Secretariat

Anne-Marie D'Alton 
Chief Executive Officer
Lucretia Mosing 
Financial and Administration Manager
Bianca S Moyo
Communications 
Specialist
Charmaine Koch
Education and Training Consultant
Jabu Mngxekeza
Education and Training Administrator
Mmaletsatsi Mahlalela  
Financial and
Administration Assistant
Gloria Ntaba
Receptionist and Office Administration
Elizabeth Ramalepe 
General Assistant
Sheron Mokgoto
Education and Training Intern
Suzan Padi 
Marketing Intern
Zimkhitha Nzaba
Finance and Administration 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:

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More Details about our sponsors

 

African Bank

African Bank offers a diversified range of products and services that compete on the basis of innovation, creating customer value and socially responsible banking.

 

At African Bank, we aspire towards ‘advancing lives through financial and related services’. Our cherished values of transparency, creativity, collaboration, empathy and sustainability, inform the products and services we offer, as well as our belief in ‘humanity through banking’. Through a combination of cutting-edge data resources, a culture that celebrates innovation and hyper-collaboration, and an obsession with our customers, we strive to preserve our competitiveness in a rapidly changing industry while creating solutions that reflect the everyday realities of ordinary South Africans.

Alexander Forbes

Alexander Forbes is a market-leading provider of integrated retirement and investment solutions as well as holistic wealth management. For 84 years our brand has been synonymous with financial expertise and innovation. We have built our premium brand through an in-depth understanding of the employee benefit and investment industry. Offering pioneering solutions has made us a trusted adviser and partner of choice. Our people are dedicated to delivering outstanding employee benefit and investment solutions as well as administrative services for institutional clients while securing the financial well-being of individual clients. In March 2019 we announced a revised strategy that refocuses the business on providing integrated retirement solutions and holistic wealth management based on best advice for clients. This followed a review to ensure continued relevance in our core markets, assess growth opportunities and unlock the value of the company.

 

WHAT WE DO

 

We create value for our clients by ensuring they are at the centre of everything we do. We provide advice, products and solutions that meet the needs of our clients through our new operating model. We are the largest administrator of retirement funds, multi-manager and healthcare consultancy in South Africa.

CoreShares

Company profile: CoreShares is one of Africa’s leading passive investment management businesses. We specialise in index-tracking investment solutions across Exchange Traded Funds (ETFs), Unit Trusts and segregated mandates (for institutions).

 

In a market known for over-charging and under-delivering, CoreShares has taken a stand against the prevailing investment practices and is perfecting a passive, low-cost investment approach based on evidence.

 

We’re a contemporary, independent investment manager. We focus on passive investment principles and processes – investment strategies wrapped up in an index or rules-based form.

 

CoreShares offers these products and services at very competitive fees.

 

CoreShares is a level 4 BEE contributor.

Momentum Corporate

Momentum Consultants and Actuaries is part of Momentum Metropolitan Holdings Ltd, a B-BBEE level 1 contributor. More than 300 corporate clients and funds trust us with more than R60bn assets under advice. We have a team of over 50 industry professionals, led by an executive committee which has over 230 years of combined experience. We pioneer ways to get our clients to the top, and we are committed to delivering the best advisory solutions to help funds and their members on their journey to financial success. With our insights and analytics tools, we provide flexible solutions that can be adapted to help funds and their members navigate the ever-changing economic landscape.

Momentum Investments

Momentum Investments was created as a direct result of Momentum Metropolitan Holdings Limited’s client-centricity strategy and journey, through the consolidation of all the investment capabilities across MMI Holdings, and was established on 1 December 2010. The underlying investment businesses that came together to make up Momentum Investments include Momentum Asset Management, Momentum Outcome-based Solutions, Momentum Investment Consulting, Momentum Alternative Investments, ERIS Property Group and Momentum SP Reid and Momentum Global Investment Management.

We have one shared objective, which is ‘to keep our clients invested’. We have 59 investment professionals with more than 808 years of investment experience as well as R572 billion assets under management and administration.

We offer a brand that has a strong reputation for ethics, honesty, integrity and transparency, as well as strong parentage, stability and governance.

 

We have a history of innovation and research unrivalled in the industry. This knowledge and skill is readily available and shared with clients. 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. This access to the support and resources of a larger group allows you the peace of mind that cannot always be offered by smaller companies in the financial field.

Moravia Capital Investments

Moravia is an International Private Equity Adviser and Investor with a team track record of over 100 years in the asset class. Our specialist focus is working with African pension funds and institutions who wish to invest into private equity funds in the US, Europe and Asia. Working closely with Investment Committees and Trustee Boards, we create customized high-return private equity solutions and bespoke Fund of Funds to suit the specific investment, risk and return objectives of each individual client. We offer a full service of fund selection with preferential access to top-quartile funds, optimal portfolio construction utilising co-investment and secondary fund strategies, portfolio monitoring and evaluation supported with financial modelling and cashflow forecasting.  To provide comprehensive investment coverage we are headquartered in Europe, with offices and team members in Germany, Luxembourg, India and client service in South Africa. 

Ninety One

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than £120.8 billion (US$ 142.4 billion) in assets (as at 30.09.19).

 

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.

 

For more information, please visit:

www.NinetyOne.com

Old Mutual Corporate

Our business and its people are committed to our vision of improving the lives of all in South Africa. As a trusted South African brand with 175 years of experience, it is a responsibility that we take very seriously.

 

We do this via our 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. 

 

THE SOLUTIONS AND SERVICES WE OFFER

 

Industry leading retirement fund solutions - As South Africa’s largest commercial umbrella fund - by assets, members and participating employers - Old Mutual SuperFund offers three accessible and flexible retirement fund and insured benefit solutions for all companies, from small to large.  

 

Retirement Investment portfolios with a solid track record -  A range of pre-retirement plans – from smoothed bonus investments to multi-managed linked and structured passive investments.  For South Africans needing a reliable post-retirement income, we offer a range of trusted annuities (these include with-profit annuities, inflation linked, guaranteed escalation and level annuities). 

 

Risk cover solutions - our award winning employee benefits range is underpinned by a fully customisable range of risk solutions offering one or more of the following cover options:

·       Group Life Assurance

·       Group Income Protection

·       Family Funeral Cover

·       Critical Illness Cover

 

Professional consulting services - to help employees and fund members reach their financial goals, we partner with our clients and offer them professional consulting services designed to make the most of the retirement and employee benefits they offer. These are across the main areas of benefits consulting, investment consulting, actuarial consulting, as well as member communication consulting. 

 

Free financial education - we are passionate about helping people make good financial decisions, so our financial solutions and services are supported by comprehensive free financial education programmes. The flagship education offering is our Old Mutual Financial Wellbeing Programme (FWP). This allows us to partner with South African businesses and retirement funds to empower, educate and enable their employees to achieve their best possible financial outcomes. 

 

Decision-based support and full financial advice - Old Mutual Member Support Services works in partnership with employers, trustees and financial advisers to ensure that fund members have the support they need to achieve their goals. It does this via a free call-centre based critical decision support network, a workplace advice programme, and access to accredited financial advisers.  In addition, Old Mutual SuperFund provides Member Retirement Counsellors to all retiring members at zero cost to them over the 3 years leading up to retirement. They provide guidance to help members better understand their retirement circumstances, needs and options thus allowing them to make informed decisions. 

Old Mutual Investment Group

As a leading African investment manager, we offer a range of listed and unlisted capabilities managed by independent investment boutiques. Our focus is on delivering market-beating returns for our clients, while also being responsible stewards of the assets we manage.

 

We have local and international investments that span the risk/return spectrum and the full range of assets, including equity, multi-asset class, fixed interest, property, private equity and infrastructure.

 

In our pursuit for investment excellence, we incorporate independent thinking into managing our portfolios through our boutiques’ autonomous investment processes. This includes integrating environmental, social and governance (ESG) considerations into all investment and ownership decisions. We also offer our clients access to an unparalleled ethical and green economy product range. 

 

We are a vibrant and demographically representative business with a BBBEE rating of Level 2. We are committed to developing sustainable work practices and partnering with our clients to invest for a future that matters.

Prescient

Prescient Investment Management (PIM) was founded in September 1998 as an independent investment management company specialising in portfolio and risk management. PIM’s core philosophy is to preserve capital and to manage, relative and absolute downside risk. We have adhered to this approach of money management and have grown our assets under management to R98.4 billion (31 December 2019) over a 22-year track record.  Focussed on delivering superior risk-adjusted returns across a range of mandates and aimed at providing certainty to clients, PIM manages money on behalf of retirement funds and vehicles, medical aid schemes, corporate entities, trusts, and individuals.

RisCura

With African roots and a global reach, RisCura is an independent investment advisor and financial analytics provider that offers investment decision support in developed and emerging markets.  RisCura provides a comprehensive range of advanced advisory and administration services to the largest African investor base in listed and unlisted investments on the continent.  Our excellent track record of adding value to our clients’ portfolios is supported by strong manager selection skills and an in-depth understanding of the market.  

RisCura partners with its clients, and since 1999, has supported the strategic, technical and implementation aspects of institutional investing so that our clients achieve and maintain their optimal investment performance. RisCura is a “Value-adding enterprise” with a Level 2 B-BBEE rating.

Sanlam Investments

Sanlam Investments, with more than R400 billion under management, is a multiple industry award winner and a leading provider of institutional investments, group life and disability benefits, risk services, fund administration and derivative based structured solutions to institutions and retirement funds. We offer award-winning performance via our pooled life and segregated portfolios that we structure to match the risk profile and preferences of large institutional clients. Our clients include retirement funds, long-term insurers, short-term insurers, medical schemes, municipalities, university endowment funds, charities, mining rehabilitation funds, trusts and offshore clients. We have one of the largest multi-specialist investment teams in South Africa and all our team members are highly qualified and offer depth and breadth of experience in their areas of expertise. 

Sasfin

Sasfin is a bank-controlling company that provides a comprehensive range of specialist financial products and services for Business and Wealth clients. Our financial products and services focus on the needs of entrepreneurs, corporates, institutions, and high-net worth individuals. Sasfin is “beyond a bank” in that we go beyond the traditional expectations of the financial services industry and strive to deliver solutions with exceptional personalised service. We challenge ourselves to create tailor-made products and solutions that suit our clients’ needs – whether they are entrepreneurs or investors.

Schroders

Investment management is our only business and our goals are completely aligned with those of our clients –the creation of long-term valueto assist them in meeting their future financial requirements. We have responsibility for £444.4bn (€496.6bn/$565.5bn) on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested across equities, fixed income, multi-asset, private assetsandalternatives.

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