CORPORATE SPONSORS PROFILES
27four Investment Managers | Webiste: https://27four.com/
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Our name reflects that momentous day South Africa’s democracy was born: 27 April 1994. Pregnant with potential and possibility, it is our constant reminder to contribute toward a future that is inclusive, equitable and sustainable.
27four is a leading financial services group specialising in the provision of asset management, fiduciary management, and regulatory fund hosting solutions. Founded in South Africa in 2007, the group operates in both domestic and global capital markets across public and private markets. 27four has a presence in South Africa and the United Kingdom, and its clients include retirement funds, institutions, corporates, and retail investors.
As responsible corporate citizens, we uphold high standards of ethical leadership. Believing in shared value, we demonstrate an unwavering commitment to sustainability through our responsible investment practices. These include the management of a number of blended finance partnerships in private markets, aiming to achieve both returns on investment and impactful outcomes such as economic growth and job creation. Additionally, in 2022, we listed the pioneering agriculture-focused bond 'Agrarius', a R10 billion program on the JSE's Sustainability Segment, marking Africa’s first listed sustainability-linked Sukuk. The group has also played a pivotal role in transforming the domestic asset management industry through the establishment of an asset management incubator program. This program seeds Black and women-owned and managed fund managers and has allocated over R50 billion to 59 asset managers since its inception in 2007, making a substantial contribution to enhancing diversity, equity, and inclusion in the sector. The firm is a UN PRI signatory and endorses and participates in several global responsible investment initiatives.
Our team is driven by strong values and accountability, always prioritising the needs of our clients above all else. We foster a culture of continuous learning and are committed to creating an equitable and inclusive environment.
Our primary goal is to consistently deliver the best investment outcomes for the individuals, organisations, and communities we serve. Our emphasis on innovation and adaptability not only promises sustained growth and success for the future but also underscores our ability to cater to the evolving demands of investors.
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Alexforbes I Website link: www.alexforbes.com
Alexforbes is a diversified financial services company founded in 1935, providing a broad range of employee benefit solutions, retirement, healthcare and sustainability consulting as well as investment and wealth management solutions to both corporate clients and individual customers. The company is dedicated to delivering impactful services and solutions for our clients and members, underpinned by integrated advice. We have built our reputation through an in-depth understanding of retirement, healthcare and investment dynamics to deliver best advice to clients, winning their trust and confidence in the process. Alexforbes is on a journey to become a member-oriented financial services provider.
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Baillie Gifford | Webiste link : https://www.bailliegifford.com/en/south-africa/professional-investor/
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Baillie Gifford is an investment management partnership founded over 116 years ago and remains wholly owned by the partners, who all work within the firm.
While the world has changed in the intervening period and the stewardship of the firm has passed down through several generations of partners, the delivery of good, long-term investment returns for clients has remained our overriding objective throughout.
We currently manage and advise $272bn in
specialist equity, fixed income, and multi-asset portfolios for a diversified global client base across a global client base.
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LCP | Website link: https://www.lcp.com/en
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We have market-leading capabilities across pensions and financial services, energy, health and analytics and bring a breadth of knowledge and specialist skills that help our clients solve problems and embrace opportunities.
Behind every piece of data, there are numerous possibilities. By fusing human instinct with analytical insight to identify sparks of opportunity, we help our clients navigate clearly through complexity to make decisions that matter to their business and to our wider society. We are powered by our desire to solve important problems to create a positive future.
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M&G Investments | Website: https://mandg.co.za/invest-with-us
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At M&G Investments Southern Africa, we believe in safeguarding and growing the savings of our clients, ensuring they can enjoy a comfortable and dignified retirement. As a proud member of M&G plc, a trusted global investment company founded in London in 1931, we bring together international expertise and local knowledge to manage over R8 trillion worldwide and R317 billion here in Southern Africa (as of 31 December 2024).
With a presence in 28 countries and supported by more than 6,000 dedicated professionals across the globe’s leading financial hubs, we harness the power of connected intelligence to offer our clients exceptional investment opportunities. Yet, despite our extensive global network, our soul remains firmly rooted in South Africa. For the past 30 years, we’ve built strong relationships and a deep understanding of the local landscape.
Our comprehensive range of investment options - from fixed income and equities to multi-asset, property, and infrastructure - ensures that we can tailor strategies to meet the unique needs of each client. Through every market fluctuation, our steadfast commitment has allowed us to consistently deliver superior returns, earning the trust of thousands who rely on us to protect their hard-earned savings.
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Mahlako Financial Services | Website link: https://mahlakofs.co.za/
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Mahlako Financial Services (Pty) Ltd is an African women-owned, alternative investment management firm focused on socio-economic developmental assets, which delivers sustainable impact and a superior risk-adjusted return profile over the long term.
MFS is raising capital for its maiden fund, the Mahlako Energy Fund (the “Fund”), with a target size of ZAR1.75 billion at final closing. The Fund is a discretionary managed fund investing in projects and businesses in the energy value chain, focusing on renewable energy, gas, and energy services.
The Manager aims to generate above-inflation growth on investments. The Fund will aim to facilitate a more liberalised and socially representative energy sector by providing structured equity financing solutions to energy projects and companies.
The Manager’s investment process places great importance on the selection of investments, including their returns profile, developmental impact, and other Environmental, Social, and Governance (“ESG”) considerations. The Manager will conduct intensive due diligence investigations of potential investments and select only those opportunities that meet the Fund’s stringent criteria.
The Fund’s core strategy is to work with experienced energy asset managers and developers – whether in solar, wind, hydro, energy efficiency, or others – throughout the life of each investment.
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Momentum Asset Management | https://www.momentum.co.za/momentum/business/investment-management
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At we deliver investment performance by combining global expertise with a local focus. As a nimble global player, we leverage our deep market insights and extensive network to uncover opportunities.
Our commitment to partnership and responsiveness ensures that we act swiftly in dynamic markets, while our personal touch fosters lasting relationships.
The Momentum Asset Management team incorporates fixed income and systematic strategies as well as our joint venture capital partner, Crown Agents Investment Management (CAIM) in London.
Our Fixed Income solutions provide businesses and the government with access to interest-bearing markets ranging from low-risk cash investments to medium-risk bond investments. These markets are an integral part of the South African financial system, as they provide the money necessary for government, state-owned enterprises, and businesses to function effectively.
Our Systematic strategies team use mathematical algorithms and economic models to track benchmark indices and deliver benchmark-beating returns at lower fees while reducing unnecessary risk for our clients.
Crown Agents Investment Management (CAIM) manages global bond portfolios in hard currency. CAIM can trace its roots back to 1749 and has provided financial services to our focus markets since 1833.
As lenders rather than business owners, we recognize our responsibility to safeguard your investments, and we view Environmental, Social, and Governance (ESG) considerations as integral to this duty. We actively engage with investment management teams on ESG matters, ensuring that our responsible investment framework aligns with our core values, the Principles for Responsible Investment (PRI), and the Code for Responsible Investment in South Africa (CRISA).
Momentum Asset Management is dedicated to driving meaningful transformation within the South African landscape. We take pride in the fact that Momentum Investments is a Level 1 B-BBEE contributor, reflecting our commitment to sustainable and inclusive economic growth.
Our team of seasoned professionals in Asset Management, with a proven international track record and highly specialized skills, are committed to crafting innovative solutions to help our clients achieve sustainable growth in an ever-evolving financial landscape.
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At Momentum Asset Management, we deliver investment performance by combining global expertise with a local focus. As a nimble global player, we leverage our deep market insights and extensive network to uncover opportunities.
Our commitment to partnership and responsiveness ensures that we act swiftly in dynamic markets, while our personal touch fosters lasting relationships.
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The Momentum Asset Management team incorporates fixed income and systematic strategies as well as our joint venture capital partner, Crown Agents Investment Management (CAIM) in London.
Our Fixed Income solutions provide businesses and the government with access to interest-bearing markets ranging from low-risk cash investments to medium-risk bond investments. These markets are an integral part of the South African financial system, as they provide the money necessary for government, state-owned enterprises, and businesses to function effectively.
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Our Systematic strategies team use mathematical algorithms and economic models to track benchmark indices and deliver benchmark-beating returns at lower fees while reducing unnecessary risk for our clients.
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Crown Agents Investment Management (CAIM) manages global bond portfolios in hard currency. CAIM can trace its roots back to 1749 and has provided financial services to our focus markets since 1833.
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As lenders rather than business owners, we recognize our responsibility to safeguard your investments, and we view Environmental, Social, and Governance (ESG) considerations as integral to this duty. We actively engage with investment management teams on ESG matters, ensuring that our responsible investment framework aligns with our core values, the Principles for Responsible Investment (PRI), and the Code for Responsible Investment in South Africa (CRISA).
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Momentum Asset Management is dedicated to driving meaningful transformation within the South African landscape. We take pride in the fact that Momentum Investments is a Level 1 B-BBEE contributor, reflecting our commitment to sustainable and inclusive economic growth.
Our team of seasoned professionals in Asset Management, with a proven international track record and highly specialized skills, are committed to crafting innovative solutions to help our clients achieve sustainable growth in an ever-evolving financial landscape.
Momentum Corporate | https://www.momentum.co.za/momentum/business
​Momentum Corporate is a division of Momentum Group Limited, a leading South African financial services company. We specialise in providing comprehensive employee benefits and investment solutions to businesses.
Our offerings include umbrella pension and provident funds, group insurance, retirement fund administration, and investment management services.
These solutions are designed to help employers support their employees' financial well-being both during and after their working years.
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Ninety One | Website Link: https://ninetyone.com/en/south-africa
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Ninety One is an active, global investment manager managing R3 trillion in assets (31.12.24). Our goal is to provide long-term investment returns for our clients while making a positive difference to people and the planet.
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Established in South Africa in 1991 as Investec Asset Management, the firm began as a small start-up offering domestic investments in an emerging market. In 2020, as a global firm proud of our emerging market roots, we demerged to become Ninety One.
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We are committed to developing specialist investment teams organically. Our heritage and approach let us bring a different perspective to active and sustainable investing across equities, fixed income, multi-asset, and alternatives to our clients - institutions, advisors, and individual investors around the world.
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Old Mutual Investment Group | Website Link: https://www.oldmutualinvest.com/institutional/​
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Old Mutual Investment Group is an established black-owned African investment manager recognised for its pragmatic approach. Our extensive array of investment strategies, encompassing fundamental, quantitative, and liability-driven methods, is tailored to meet the needs of both institutional and retail investors. Our core focus lies in delivering sustainable, long-term returns to our clients. Simultaneously, we assume the role of conscientious custodians, integrating sustainability considerations seamlessly into our investment and ownership decisions. In all we do, we are committed to ensuring that our clients not only experience financial prosperity but also actively contribute to a more sustainable and responsible future.
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Old Mutual Alternative Investments (OMAI) is one of Africa’s leading private alternative investment managers. We have over *ZAR 139.4 B (USD 7.6 B) in assets under management in Infrastructure, Private Equity, Impact Investing, Hybrid Capital and Diversified Credit.
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 30 June 2024.
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RisCura | Website Link: https://riscura.com/
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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.
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 also ventured into China early, realising that financial reforms would bring about unique investment opportunities for its clients.
Today RisCura advises clients with combined assets of more than R2.8 trillion. The company strives to steer global capital towards investments that benefit society and the planet in the long run.
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Salt Employee Benefits | https://www.salteb.co.za/
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Salt Employee Benefits is one of the leading privately owned retirement fund administrators in South Africa providing administration services to both private and publicly owned retirement funds. With over 920 000 members under Salt EB administration, Salt EB prides itself as an ace in administering funds with historical data issues.
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Salt EB understands the importance of providing comprehensive and efficient benefits management solutions to both employers and employees across South Africa. With their extensive expertise in the local market, they are dedicated to ensuring that all businesses can offer their employees the best possible benefits packages, tailored to their specific needs. From pension and retirement planning to risk benefits, Salt EB is committed to simplifying the complexities of benefits administration, allowing clients to focus on their core business operations while ensuring member satisfaction.
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Salt EB currently administers some of the biggest retirement funds in South Africa namely Private Security Sector Provident Fund and Transport Sector Provident Fund. They pride themselves on being at the forefront of innovation in the fund administration industry in South Africa. By leveraging cutting-edge technology and a deep understanding of local regulations and market trends, they are able to offer seamless, cost-effective, and compliant benefits administration services.
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Whether you are an emerging or established retirement fund their personalised approach and commitment to excellence make them the top choice for retirement funds looking to partner with administration specialists. Partner with one of South Africa’s most experienced fund administrator- Salt Employee Benefits… Going the extra smile…
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Sanlam Investments | Website Link: https://www.sanlaminvestments.com/
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With R954bn in assets under management across both our retail and institutional businesses, Sanlam Investments is one of the largest black-owned, sustainability-driven asset managers in South Africa. Our purpose is to create long-term sustainability for investors – but also for future generations and our planet
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Schroders | Website Link: https://www.schroders.com/en/global/individual/
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Schroders is a global investment manager with a history dating back more than 200 years. The South African office has been operational since 2015 and we focus entirely on providing offshore investment solutions to local intermediaries and institutions.
Schroders has 22 FSCA-approved offshore funds available to South African investors, which are available on a number of offshore platforms. Our relationship with Sanlam Collective Investments also gives investors access to our strategies through a number of onshore ZAR feeder funds and our Schroder European Real Estate Investment Trust is listed on the JSE.
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STANLIB | Website Link: https://stanlib.com/
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STANLIB, a leading investment manager in South Africa, is a trusted partner for institutions, advisers, and individual investors seeking to grow their portfolios. Established in 2002, it manages over R500 billion in client assets and is the country’s largest fixed income and listed property manager.
Its focused teams of investment professionals, with a collective experience of over 1 000 years, manage strategies across fixed income, equities, multi-asset, alternatives, and listed property. They maintain their performance track record by following the most progressive investment strategies, supported by proactive insight and strategic partnerships. In 2021, STANLIB established a strategic partnership with J.P. Morgan Asset Management, combining their global expertise with STANLIB’s local capabilities to provide investors with exclusive access to offshore diversification opportunities.
