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
Chief Executive Officer
Chief Executive Officer
Financial and Administration Manager
Bianca S Moyo
Education and Training Consultant
Education and Training Administrator
Receptionist and Office Administration
Education and Training Intern
Marketing and Communications Intern
Finance and Administration Intern
Marketing Communications Intern
Our Strategic Intent
Create an open and fair environment in which our members can practice with confidence and thrive within.
Hover over the logo for more information
We would like to thank the following Batseta Corporate Sponsors:
More Details about our sponsors
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 is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than £128 billion/R2.58 trillion) in assets (as at 31.12.20).
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 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 Alternate Investments
Old Mutual Alternative Investments (OMAI) is one of the leading private alternative investment managers in Africa with over *USD3.4 billion (ZAR58.6 billion) under management. OMAI manages private equity and impact funds as well as infrastructure funds through its wholly-owned subsidiary, African Infrastructure Investment Managers. Our 75 investment professionals in Johannesburg, Cape Town, Abidjan, Lagos and Nairobi manage 21 active funds investing in over 194 portfolio companies. We choose to make a positive social impact across Africa by taking a ‘Beyond the Obvious’ investment approach to uncover opportunities that others may overlook. We aim to deliver higher returns by mobilising capital intelligently to both participate in and catalyse significant African growth opportunities. *Attributed to Old Mutual Alternative Investments at 30 June 2020.
Old Mutual Investment Group
Old Mutual Investment Group is a leading African asset manager. For generations, we have been at the forefront of helping people and institutions achieve their investment goals. It is this heritage of investing in local and global markets that makes us truly understand the importance of investing for a future that matters. We are steadfastly focused on delivering sustainable long-term returns for our clients, while also being responsible stewards of the assets we manage. Our JSE-listed parent company, Old Mutual Limited, is a leading African financial services group that operates across African markets. The Group has served its retail and corporate customers since 1845.
Our business operates as a multi-boutique investment house. These specialist teams have investment autonomy, with independent research and thinking incorporated into each one’s bespoke decision-making processes. To advance both individual accountability and teamwork, our investment professionals are invested in the portfolios they manage. This intentionally aligns our interests with those of our clients. We integrate sustainability considerations across all our investment and ownership decision-making processes, irrespective of asset class.
We are highly committed to transformation, diversity and inclusion. Our strong transformation agenda aims to ensure we have a vibrant, socially-relevant and demographically representative staff compliment. We are currently a Level 2 BBBEE contributor.
Old Mutual Investment Group is a Licensed Financial Services Provider.
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:
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.
Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for $649.6 billion of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,500+ people across six continents who focus on doing just this.
Source: Schroders, all data as at 30 June 2020
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.