Question 1

Actuarial Firms

Accepted Answer

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Lane Clark & Peacock 
+4420 7432 0680    |  clay.lambiotte@lcp.uk.com  (clay.lambiotte@lcp.uk.com )
https://www.lcp.uk.com/pensions-benefits/actuarial-advice/ (https://www.lcp.uk.com/pensions-benefits/actuarial-advice/)

LCP is a market leading and award winning consultancy providing global institutions with investment advice as well as working in other sectors including pensions, insurance, energy, health and business analytics.  Our firm advises and assists government institutions (including UK government departments), multinational corporate institutions, regulatory institutions, sovereign wealth funds, central banks, endowments and pension funds.  Established over 70 years ago in the UK and with over 850 employees, LCP is the one of the largest independent consulting firms in the world.

LCP’s investment specialists provide clear, concise advice focused on your needs. Our proprietary innovative technology has been adopted and adapted by institutions to deliver real-time insight and control. These intuitive analytical tools are specifically designed to enhance clarity and enable decision-making in a timely and concise process.  To emphasise our independence, LCP has no affiliation or association with any asset manager or investment bank, nor are we incentivised to promote investment products. This ensures our advice is always unbiased and free from conflict.

Question 2

Alternative Asset Class Managers

Accepted Answer

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Mpendulo Ximba
Stakeholder Relations Manager & Marketing Assistant
Tel: +27 (0) 11 706 3902                               
Cell: +27 (0) 76 465 3176
Email: mpendulo@mahlako.co.za (mailto:mpendulo@mahlako.co.za)Website Link: https://mahlakofs.co.za/(https://mahlakofs.co.za/)

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 focussing 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.

Mahlako A Phahla Financial Services (Pty) Ltd is an Authorised Financial Service Provider | License No.47512.

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Momentum Investments
082 336 8786  |  willem.gaymans@momentum.co.za (willem.gaymans@momentum.co.za)
www.momentum.co.za(https://www.momentum.co.za/momentum/invest-and-save/for-businesses)

Momentum investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. 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. 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 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 unrivaled 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.

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Schroders Capital
082 333 8994|www.schroders.co.za (www.schroders.co.za)

As a global private markets business, we help investors to build change with access to a broad range of private asset investment opportunities, portfolio building blocks and customised private asset strategies. Our team has been operating in private markets for over two decades, focusing on delivering best-in-class, risk-adjusted returns and executing investments through a combination of direct investment capabilities and broader solutions in all private market asset classes, through comingled funds and customised private asset mandates. We aim to achieve sustainable returns through a rigorous investment approach and a culture characterised by performance, collaboration and integrity.
 
We are a global business that’s managed locally, which allows us to always keep our clients’ needs at the heart of everything we do. At our core, we have a belief in deploying capital as a force for good and we aim to make investments our investors can be proud of.
 
Trusted by our investors with over $65 billion assets under management*, we offer a diversified range of investment strategies, including real estate, private equity, secondaries, venture capital, infrastructure, securitised products and asset-based finance, private debt, insurance-linked investments and impact investing.
 
Schroders Capital is the private markets division of Schroders, one of the leading global asset managers with over two centuries' experience of growing and developing their expertise in tandem with their clients’ needs and interests.
 
Disclaimer: This content is exclusively for professional clients as defined by local laws and regulations. Capital at risk.
 
*Source: Schroders, all data as at 31 December 2020.

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27Four Investment Managers
+27 (0)11 442 2464  |  info@27four.com (info@27four.com)
www.27four.com(http://www.27four.com)

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 by 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 values with an uncompromising commitment to 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.

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Old Mutual Alternative Investments
+27 21 509 9000
clients@oldmutualalternatives.com (clients@oldmutualalternatives.com)
www.oldmutualalternatives.com (www.oldmutualalternatives.com)

Old Mutual Alternative Investments (OMAI) is one of Africa’s leading private alternative investment managers. We have over *ZAR 127.9 (USD 6.8 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. Through our infrastructure investment arm, African Infrastructure Investment Managers (AIIM) we have been pioneers in the development of the infrastructure asset class in South Africa and across the continent. 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 2023.

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Sanlam Investmnts
+27219502500 | JasonL@sanlaminvestments.com (JasonL@sanlaminvestments.com)
www.sanlaminvestments.com (www.sanlaminvestments.com)

We offer a wide range of investment capabilities across active management, alternative investments, index tracking, multi-management and international investments. As authorities on portfolio construction, we blend individual investment strategies from these capabilities into well-diversified solutions for our clients. Our objective is to preserve and grow our clients’ wealth while making a meaningful contribution to transformation and the South African economy. The services we offer: 
Single Asset Management; 
Multi-Management
Alternative investments (private equity private debt, unlisted property, 
Passive (index-tracking) investments
International investments, including global emerging markets

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Futuregrowth Asset Management                                                                         mmarageni@futuregrowth.co.za (mmarageni@futuregrowth.co.za)
https://www.futuregrowth.co.za/ (https://www.futuregrowth.co.za/)

Futuregrowth is a fixed interest investment company that manages around R193 billion of assets (+/- US$12 billion) across a full range of fixed interest and developmental impact funds on behalf of our clients. We are committed to treating our clients’ funds in a responsible manner to advance social, environmental and governance change. Just like we are committed to our clients, we are equally committed to transformation, diversity, and inclusion within the organisation. Currently, we are a Level 2 B-BBEE contributor.
Read more (https://www.futuregrowth.co.za/media/3154/futuregrowths-transformation-story.pdf)about our holistic view on transformation, and how we apply these principles in our business, investments and organisational strategies.

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REGIVE Capital
+27(0)10 476 0775 | given@regive.africa  (given@regive.africa)
www.regive.africa (http://www.regive.africa/index.html)

We are a Pan African multimanager offering discretionary investment management and advisory services to institutional investors, with a primary focus on absolute returns, structured products and private market solutions. REGIVE Capital is an authorised financial services provider.

Question 3

Asset Managers

Accepted Answer

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KeletsiLehlokoe |Client Fund Manager Keletsi.Lehlokoe@stanlib.com (mailto:Keletsi.Lehlokoe@stanlib.com)Webiste: https://stanlib.com/ (https://stanlib.com/)

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.
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Our South African webpage is: Investment Managers | Baillie Gifford(https://www.bailliegifford.com/en/south-africa/professional-investor/)
Graeme Taylor : Graeme.Taylor@bailliegifford.com (Graeme.Taylor@bailliegifford.com)

Company overview:

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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Sanlam Investments
021 950 2500 |  Shonna Malan (SIG)' Shonnanm@sanlaminvestments.com (Shonnanm@sanlaminvestments.com)
www.sanlaminvestments.com(http://www.sanlaminvestments.com)

We offer a wide range of investment capabilities across active management, alternative investments, index tracking, multi-management and international investments. As authorities on portfolio construction, we blend individual investment strategies from these capabilities into well-diversified solutions for our clients. Our objective is to preserve and grow our clients’ wealth while making a meaningful contribution to transformation and the South African economy. The services we offer: 
Single Asset Management; 
Multi-Management
Alternative investments (private equity private debt, unlisted property, 
Passive (index-tracking) investments
International investments, including global emerging markets

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Momentum Investments
082 336 8786  |  willem.gaymans@momentum.co.za (willem.gaymans@momentum.co.za)
www.momentum.co.za(undefined)

Momentum investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. 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. 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 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 unrivaled 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.

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Schroders
082 333 8994  |  www.schroders.co.za(undefined)

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.

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Old Mutual Corporate
0860 20 30 40  |  superfund@oldmutual.com (superfund@oldmutual.com)
www.oldmutual.co.za(undefined)

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.
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Old Mutual Investment Group
021 509 4010  |  sjaga@oldmutualinvest.com (sjaga@oldmutualinvest.com)
www.oldmutualinvest.com(http://www.oldmutualinvest.com)

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.

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Ninety One
+27 (0)21 901 1000 | www.ninetyone.com (www.ninetyone.com)

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.

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M&G Investments 
021 670 5100  |  icm@mandg.co.za (icm@mandg.co.za)
https://www.mandg.co.za/institutional-investor/ (https://www.mandg.co.za/institutional-investor/)

M&G Investments is a South African asset manager with a special focus on SA and Namibian markets. We cater for both retail and institutional investors and manage over R323 billion of our clients’ savings (as at 31 March 2022), making us one of SA’s top 10 largest investment managers. 
We are part of the wider M&G plc group, one of Europe’s largest active asset managers. M&G plc has £370 billion in assets under management (as at 31 March 2021), over five million clients, and operates in 28 markets around the world. 
Since our founding in 1994, we have consistently used our rigorous, prudent valuation-based approach in managing all of our portfolios. 
We focus on company valuations (“bottom-up”) instead of broad investment themes (“top-down”) and only buy an asset if it’s priced below its long-term fair value. We are risk-conscious, aiming to both protect and grow our clients’ savings over time.
We're committed to transformation in our business and are proud to have achieved a certified Broad-Based Black Economic Empowerment (BBBEE) rating of Level 1. 
We consider ESG factors as part of our fundamental investment analysis, recognising that these issues could carry risks that impact the environment, the broader economy, as well as returns for our clients.
Our product range takes advantage of our core skills and is designed to meet the specific requirements of our clients. Across the globe, we have proven, dedicated and skilled teams managing funds across a diverse range of assets:
•	Equity - Our equity offerings are managed according to a specific investment objective or the bespoke requirements of our clients. 
•	Offshore – Together with M&G Investment Managers (UK), our global funds are designed to provide SA clients with an optimised offshore investing solution. 
•	Multi Asset - Our multi-asset offerings take full advantage of our expertise in both strategic and tactical asset allocation.
•	Fixed Income - We offer a range of fixed-income offerings to suit client-specific requirements.
•	Property - Our property offerings provide investors with exposure to the SA property sector through our enhanced indexation or fundamental active approach to stock selection.

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Futuregrowth Asset Management
mmarageni@futuregrowth.co.za (mmarageni@futuregrowth.co.za)
https://www.futuregrowth.co.za/ (https://www.futuregrowth.co.za/)

Futuregrowth is a fixed interest investment company that manages around R193 billion of assets (+/- US$12 billion) across a full range of fixed interest and developmental impact funds on behalf of our clients. We are committed to treating our clients’ funds in a responsible manner to advance social, environmental and governance change. Just like we are committed to our clients, we are equally committed to transformation, diversity, and inclusion within the organisation. Currently, we are a Level 2 B-BBEE contributor.
Read more (https://www.futuregrowth.co.za/media/3154/futuregrowths-transformation-story.pdf)about our holistic view on transformation, and how we apply these principles in our business, investments and organisational strategies.

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Robeco
'+44 207 4963218 |  africa@robeco.com (africa@robeco.com)
robeco.com/za (robeco.com/za)

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 in 1929. We believe strongly in sustainability investing, quantitative techniques and constant innovation. For more information, please visit robeco.com/za (robeco.com/za)

We put clients first
We are researchers
We are connectors
We are sustainable

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Steyn Capital Management
+27 21 001 4690 | sibo@steyncapitalmanagement.com(sibo@steyncapitalmanagement.com)
https://steyncapitalmanagement.com/ (https://steyncapitalmanagement.com/)

Steyn Capital Management is a value-orientated investment management firm with a quality bias investing in publicly traded equities in South Africa, Africa, and other Frontier and Emerging markets, both long/short and long only.

> Africa ex-SA equity long only strategy
> SA equity long/short strategy
> SA equity long only strategy
> Frontier equity long only strategy
> Global Emerging Markets equity long/short & long only strategy

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SARASIN & Partners
44(0)207387149 | erik.mermet@sarasin.co.uk (erik.mermet@sarasin.co.uk)
https://sarasinandpartners.com/za/ (https://sarasinandpartners.com/za/)

Sarasin & Partners are a London-based market leader in thematic investment and responsible stewardship, and have been looking after equity and multi-asset investments for charities, institutions, intermediaries and private clients all around the world for over 30 years. Above all, we take a long-term view; in our investments, in our relationships with the companies we invest in, and in our relationships with our clients. That is how we are securing tomorrow.

• We provide a range of FSCA-approved funds South African investors, where we have been active for over 20 years. 
• We take a global, thematic approach to investment, identifying promising companies that look set to benefit from the themes shaping the investment landscape for years to come.
• Responsible stewardship is embedded into our investment process. Every stock we invest in is assessed from an environmental, social and governance (ESG) perspective.
• We invest actively for the long-term, carrying out fundamental company research, engagement and analysis.

Question 4

Beneficiary Fund Administrators

Question 5

Communications and Marketing

Accepted Answer

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Question 6

Compliance and Regulatory Reporting

Accepted Answer

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Global Investment Reporting
010 595 1010 | Lchetty@girsa.co.za (Lchetty@girsa.co.za)
www.girsa.co.za (www.girsa.co.za)

GIR provides retirement funds with an independent, outsourced service for regulatory and compliance reporting including Regulation 28 and SARB (D427+C48) reporting. Our platform delivers member, investment and fund level reporting including mandate and IPS reporting. Available for Retirement Funds, Umbrella Funds and LISPs. Complete look-through, infrastructure and ESG reporting. Regulatory consulting includes analysis on investment strategy, impact of changes in regulation and risk reporting. Regulation 28 reporting includes Schedule IA and Schedule IB reports, breach management and non-compliance reports. All reports are ISAE3402 certified. FSP No.45482.

Question 7

Consumer Education Services / Trustee & Member Education

Accepted Answer

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Atleha-edu NPC
021 851 0091 |  info@atleha-edu.org (info@atleha-edu.org)
https://atleha-edu.org/ (https://atleha-edu.org/)

Our purpose at Atleha, a non-profit company (NPC), is to help ordinary South Africans save and invest for a better tomorrow. We do this through Financial Sector Code (FSC) compliant - awareness and interactive education programmes focused on retirement fund trustee, management committee member, and fund member awareness and education initiatives.

Question 8

Custodians

Accepted Answer

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Question 9

Emerging Asset Managers

Accepted Answer

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https://www.robinhood.org.za/about(https://www.robinhood.org.za/about)
Rowan Gordon - CEO
rowan.gordon@robinhood.org.za (rowan.gordon@robinhood.org.za)
Lisa Connellan - COO
lisa.connellan@robinhood.org.za (lisa.connellan@robinhood.org.za)

Robin Hood is a innovative FinTech solution in pilot partnership with Standard Bank to radically change the way unclaimed benefits are traced, verified and paid to beneficiaries. Addressing the enormous issue of unclaimed benefits is critical to helping our economy and improving lives of its people.

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Mpendulo Ximba
Stakeholder Relations Manager & Marketing Assistant
Tel: +27 (0) 11 706 3902                               
Cell: +27 (0) 76 465 3176
Email: mpendulo@mahlako.co.za(mailto:mpendulo@mahlako.co.za)
Website Link: https://mahlakofs.co.za/(https://mahlakofs.co.za/)

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 focussing 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.

Mahlako A Phahla Financial Services (Pty) Ltd is an Authorised Financial Service Provider | License No.47512.

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Schroders
082 333 8994  |  
www.schroders.co.za(undefined)

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.

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Kleoss Capital
011 666 1660 | info@kleosscapital.com (info@kleosscapital.com)
www.kleosscapital.com (www.kleosscapital.com)

Kleoss Capital is a South African private equity firm targeting South African businesses. The firm seeks to invest in South African businesses with exposure to the rest of the African continent. Our primary objective is to generate returns for our investors. We seek to achieve this by targeting companies who either show high growth potential or are strong market leaders in their sectors and require our capital as well as strategic value add to fulfil their growth potential. Kleoss Capital is also a 100% black owned and managed investment manager with a level 1 Broad Based Black Economic Empowerment (“B-BBEE”) accreditation. In the context of South Africa this is a competitive advantage as the target companies can immediately claim full ownership points in terms of the B-BBEE Codes of Good Practice (www.thedti.gov.za) both economically and from a voting perspective commensurate with the percentage shareholding of Kleoss Capital.

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REGIVE Capital
+27(0)10 476 0775 | given@regive.africa (given@regive.africa)
www.regive.africa  (http://www.regive.africa/index.html)

We are a Pan African multimanager offering discretionary investment management and advisory services to institutional investors, with a primary focus on absolute returns, structured products and private market solutions. REGIVE Capital is an authorised financial services provider.

https://static.wixstatic.com/media/0e1cb7_447b762bbc9745b6a0d3d65ff96abd4d~mv2.jpg
Robeco
'+44 207 4963218 |  africa@robeco.com (africa@robeco.com)
robeco.com/za (robeco.com/za)

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 in 1929. We believe strongly in sustainability investing, quantitative techniques and constant innovation. For more information, please visit robeco.com/za

We put clients first
We are researchers
We are connectors
We are sustainable

Question 10

Employee Benefits Administrators

Accepted Answer

https://static.wixstatic.com/media/0e1cb7_2fcfd173405745448ab90cb402e23226~mv2.jpg

Website: https://salteb.co.za/ (https://salteb.co.za/)

Email: fundadministration@salteb.co.za (fundadministration@salteb.co.za)

Telephone: 011 544 8300

Salt EB Company Profile

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.

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.

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.

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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Old Mutual Corporate
0860 20 30 40  |  superfund@oldmutual.com (superfund@oldmutual.com)
www.oldmutual.co.za(undefined)

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.

https://static.wixstatic.com/media/0e1cb7_df94de8aede944da95f8b1df2ac35df1~mv2.webp

Tanya Matlou
Events Manager | Brand and Marketing
matlouta@alexforbes.com (matlouta@alexforbes.com)
Alexforbes website link: www.alexforbes.com (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.

Question 11

Employee Benefits Consultants

Accepted Answer

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Optimum Employee Benefits (Pty) Ltd
08616784346/0795214100 | anu@optimumgroup.co.za (anu@optimumgroup.co.za)
www.optimumgroup.co.za (www.optimumgroup.co.za)

Optimum Employee Benefits (Pty) Ltd (OEB) is a boutique employee benefits company which provides retirement, investment and risk benefits consulting services to free-standing and participating employers in umbrella funds. OEB is client centric and not linked to any product supplier/service provider and provides truly independent broker and consulting services so clients can be assured that the recommendation provided would be the best solution for the client. Other services offered include market comparisons on products offered in the market, trustee and management committee training, independent trustee and independent principal officer services, retirement seminars, member financial wellness seminars and any special project within the parameters of the retirement savings landscape. OEB is a level 2 BBBEE company - majority black women owned business.

https://static.wixstatic.com/media/0e1cb7_e4217496ef3340298e2e06412bdba999~mv2.jpg

Alexforbes
011 269 0000 | info@alexforbes.com (info@alexforbes.com)
Alexforbes.com (https://www.alexforbes.com/za/en/corporate/retirement-consulting.html)

Our employee benefit specialists provide strategic consulting advice to help you implement effective solutions and make the most of what you do. Assisted by the technology at our disposal, we provide insights that help structure a retirement fund solution that is right for your employees’ needs and true to your employee promise.
- Provide insights that help structure a retirement fund solution that is right for the client's needs;
- Where there are split services across providers, our specialists ensure continuity and monitoring of those services on behalf of the client;
- Support the holistic wellbeing of members ranging from financial, personal and health aspects.
​​​​​​​

Question 12

ESG Consulting

Accepted Answer

https://static.wixstatic.com/media/0e1cb7_375172551e36473eb487b942fc1032ce~mv2.png
Six Capitals ESG Advisory
021 851 0091  | info@sixcapitals.co.za (info@sixcapitals.co.za)
https://sixcapitals.co.za/(https://sixcapitals.co.za/)

Six Capitals Advisory seeks to empower organisations by providing relevant information, tools and resources to support them in effectively making a positive impact.

Question 13

Export credit and investment insurance

Accepted Answer

https://static.wixstatic.com/media/0e1cb7_b6d6eea86b664a9794f790b7121b913e~mv2.jpg
Export Credit Insurance Corporation of SA
+27 12 471 3851 |  wkoen@ecic.co.za  (wkoen@ecic.co.za )
https://www.ecic.co.za (https://www.ecic.co.za)

EXPORT CREDIT INSURANCE CORPORATION OF SOUTH AFRICA SOC LTD: ECIC was established in 2001 under the Export Credit and Foreign Investments Insurance Act, 1957 (as amended), to provide political and commercial risk insurance to South African exporters of capital goods and related services. ECIC is a self-sustained, state-owned national export credit agency.

Question 14

Governance

Accepted Answer

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Alternative Prosperity
+27833771973 | anton@apros.co.za (anton@apros.co.za)
https://alternativeprosperity.com/(https://alternativeprosperity.com/)

Alternative Prosperity is black owned and provides services and products in the areas of Broad-Based Black Economic Empowerment, Sustainability and Responsible Investment.
B-BBEE Advisory (specialists in the Financial Sector Codes), B-BBEE Scorecards, B-BBEE Strategy Development, B-BBEE Ownership Structuring and Advisory, Mandated Investments Analysis

Question 15

Investment Consulting

Accepted Answer

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RisCura
021 673 6999  |  Gouwa Dawood gdawood@riscura.com (gdawood@riscura.com)
www.riscura.com(http://www.riscura.com)

RisCura is a global, independent investment advisory and financial analytics firm that provides investment decision support in developed and emerging markets. RisCura provides investment solutions to institutions looking to prudently invest their assets to meet liabilities and create wealth in a sustainable and targeted, risk managed way for beneficiaries. Our aim is to accelerate exceptional investment practice to ensure safe, efficient and cost-effective management of global savings and our strategies are designed around our clients’ specific needs, rather than a one-size-fits-all approach to investment advice.

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Momentum Investments
082 336 8786  |  willem.gaymans@momentum.co.za (willem.gaymans@momentum.co.za)
www.momentum.co.za(undefined)

Momentum investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. 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. 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 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 unrivaled 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.

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​​​​​​​

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Old Mutual Corporate
0860 20 30 40  |  superfund@oldmutual.com (superfund@oldmutual.com)
www.oldmutual.co.za(undefined)

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.

https://static.wixstatic.com/media/undefined

https://static.wixstatic.com/media/0e1cb7_517d5b69c29c4e33895d6fa3d4ae6989~mv2.jpg
27Four Investment Managers
+27 (0)11 442 2464  |  info@27four.com (info@27four.com)
www.27four.com(undefined)

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 by 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 values with an uncompromising commitment to 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.

https://static.wixstatic.com/media/0e1cb7_b65d7aa744974714bfb40f822ac2c371~mv2.jpg

Lane Clark & Peacock 
+4420 7432 0680    |  clay.lambiotte@lcp.uk.com  (clay.lambiotte@lcp.uk.com )
https://www.lcp.uk.com/investment/ (https://www.lcp.uk.com/investment/)

LCP is a market leading and award winning consultancy providing global institutions with investment advice as well as working in other sectors including pensions, insurance, energy, health and business analytics.  Our firm advises and assists government institutions (including UK government departments), multinational corporate institutions, regulatory institutions, sovereign wealth funds, central banks, endowments and pension funds.  Established over 70 years ago in the UK and with over 850 employees, LCP is the one of the largest independent consulting firms in the world.

LCP’s investment specialists provide clear, concise advice focused on your needs. Our proprietary innovative technology has been adopted and adapted by institutions to deliver real-time insight and control. These intuitive analytical tools are specifically designed to enhance clarity and enable decision-making in a timely and concise process.  To emphasise our independence, LCP has no affiliation or association with any asset manager or investment bank, nor are we incentivised to promote investment products. This ensures our advice is always unbiased and free from conflict.

Question 16

Law Firms

Accepted Answer

https://static.wixstatic.com/media/0e1cb7_0910f445613b4b2ea9dc41271b62cf83~mv2.jpg
Soonder Incorporated
011 462 5025 |  info@soonderinc.co.za (info@soonderinc.co.za)
www.soonderinc.co.za (www.soonderinc.co.za)

Our business comprises three divisions, namely Advisory, 13A Enforcement & Compliance and Litigation. Our work involves end-to-end services from registration, incorporation to dissolution of pension funds. We provide advice and training to boards of funds. We also focus on enforcement and compliance of Section 13A of the Pension Funds Act, 1956 (“the Act”), dealing with unpaid contributions, schedules, civil and criminal litigation. We manage Pension Fund Adjudicator complaints and trustee elections. Our Litigation Department manages action and application proceedings in the High Court & Magistrate Court as well as liaising closely with specialist Counsel in a particular branch of the law and the various prosecuting authorities.

Collections of outstanding section 13A contributions,  Advisory Services and Litigation.We enable clients to stay abreast of the legislative changes whislt dealing with day-to-day issues.  We pride ourselves on constant improvement of processes and procedures which translates into continually improving levels of service delivery to our clients. Our entrepreneurial outlook on business gives us an edge in our industry. As a specialist law firm, we can capitalize on our corporate training, combined with small firm efficiency, in order to focus on our clients’ needs and provide exemplary legal guidance.

Question 17

Multi-Managers

Accepted Answer

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https://static.wixstatic.com/media/0e1cb7_c0b7535f407347b5aace9bb1cc80adb5~mv2.jpg

Momentum Investments
082 336 8786  |  willem.gaymans@momentum.co.za (willem.gaymans@momentum.co.za)
www.momentum.co.za(https://www.momentum.co.za/momentum/invest-and-save/for-businesses)

Momentum investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. 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. 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 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 unrivaled 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.

https://static.wixstatic.com/media/0e1cb7_7759fc0783f040f9b566ff0ede7211b4~mv2.jpg

Schroders
082 333 8994  |  
www.schroders.co.za(undefined)

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 that 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

https://static.wixstatic.com/media/undefined

https://static.wixstatic.com/media/0e1cb7_2e77e3707c904e34a357d6fd74b9d1c0~mv2.png
Old Mutual Corporate
0860 20 30 40  |  superfund@oldmutual.com (superfund@oldmutual.com)
www.oldmutual.co.za(undefined)

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.

https://static.wixstatic.com/media/undefined

https://static.wixstatic.com/media/0e1cb7_517d5b69c29c4e33895d6fa3d4ae6989~mv2.jpg

27Four Investment Managers
+27 (0)11 442 2464  |  info@27four.com (info@27four.com)
www.27four.com(undefined)

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 by 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 values with an uncompromising commitment to 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.

https://static.wixstatic.com/media/0e1cb7_b243711b279142a69e1038ba7b3ee031~mv2.png

Sanlam Investments
 +27219502500 | JasonL@sanlaminvestments(JasonL@sanlaminvestments.com)
www.sanlaminvestments.com (www.sanlaminvestments.com)

We offer a wide range of investment capabilities across active management, alternative investments, index tracking, multi-management and international investments. As authorities on portfolio construction, we blend individual investment strategies from these capabilities into well-diversified solutions for our clients. Our objective is to preserve and grow our clients’ wealth while making a meaningful contribution to transformation and the South African economy. The service we offer: 
Single Asset Management; 
Multi-Management
Alternative investments (private equity private debt, unlisted property, 
Passive (index-tracking) investments
International investments, including global emerging markets

https://static.wixstatic.com/media/0e1cb7_9dfe1f0d39fe472397ef7382c325f898~mv2.png
REGIVE Capital
0633950968 | given@regive.africa (given@regive.africa)
www.regive.africa

We are a Pan African multimanager offering discretionary investment management and advisory services to institutional investors, with a primary focus on absolute returns, structured products and private market solutions. REGIVE Capital is an authorised financial services provider.

Question 18

Professional Body

Accepted Answer

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https://static.wixstatic.com/media/0e1cb7_2d358c5e0ee546d8b86a549f3a6a054f~mv2.png

SAVCA
011 268 0041 | info@savca.co.za (info@savca.co.za)
www.savca.co.za(http://www.savca.co.za)

The Southern African Venture Capital and Private Equity Association (SAVCA) is the industry body and public policy advocate for private equity and venture capital in Southern Africa. SAVCA represents about R184 billion in assets under management through 170 members that form part of the private equity and venture capital ecosystem. SAVCA promotes the Southern Africa venture capital and private equity asset classes on a range of matters affecting the industry.

SAVCA also provides relevant research, offers training and creates meaningful networking opportunities for industry players. Services offered:
Conferences and Events
Training
Membership Directory
Research
Thought Leadership Papers

Question 19

Private Equity and Impact Investing

Accepted Answer

https://static.wixstatic.com/media/0e1cb7_9faa71d87fc8401aa75e80d32e5b4eee~mv2.jpeg

Mpendulo Ximba
Stakeholder Relations Manager & Marketing Assistant
Tel: +27 (

0) 11 706 3902                               
Cell: +27 (0) 76 465 3176
Email: mpendulo@mahlako.co.za(mailto:mpendulo@mahlako.co.za)
Website Link: https://mahlakofs.co.za/(https://mahlakofs.co.za/)

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 focussing 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 o

pportunities 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.

Mahlako A Phahla Financial Services (Pty) Ltd is an Authorised Financial Service Provider | License No.47512.

https://static.wixstatic.com/media/0e1cb7_4f27a4570d9044d2823727363ab65f9c~mv2.png
REGIVE Capital
0633950968 | given@regive.africa (given@regive.africa)
www.regive.africa  (www.regive.africa.com)

We are a Pan African multimanager offering discretionary investment management and advisory services to institutional investors, with a primary focus on absolute returns, structured products and private market solutions. REGIVE Capital is an authorised financial services provider.

https://static.wixstatic.com/media/0e1cb7_9d2dced22a014e73b562512275f35843~mv2.png
Maia Capital Partners
0115683100 | invest@maiacapital.co.za (invest@maiacapital.co.za)

maiacapital.co.za  (maiacapital.co.za)

Maia Capital Partners is a boutique financial services firm that facilitates high-impact investment opportunities for the investor community. The team has solid experience

in investments, infrastructure development, and a unique entrepreneurial craft.
Service we offer:
Fund Management

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RH Managers
'+27 (0)10 007 2171 |  ayanda.r@rhmanagers.co.za (ayanda.r@rhmanagers.co.za)
https://rhmanagers.co.za (https://rhmanagers.co.za)

RH Managers is a Category II Discretionary FSP  managing R5 billion AUM.

RH is among the largest black-owned healthcare groups in South Africa with a footprint of 3100+ hospital beds accross 8 provinces. We  are focused on creating an eco-system of healthcare investments  ranging from healthcare infrastructure , to hospital management and anciliary healthcare services.

Our network of healthcare assets include primary healthcare, acute care, sub-acute care, day care, mental healthcare medical facilities

https://static.wixstatic.com/media/0e1cb7_752256c4fa2b41c5879697fec1e43053~mv2.jpg
SARASIN & Partners
44(0)207387149 | erik.mermet@sarasin.co.uk (erik.mermet@sarasin.co.uk)
https://sarasinandpartners.com/za/  (https://sarasinandpartners.com/za/ )

Sarasin & Partners are a London-based market leader in thematic investment and responsible stewardship, and have been looking after equity and multi-asset investments for charities, institutions, intermediaries and private clients all around the world for over 30 years. Above all, we take a long-term view; in our investments, in our relationships with the companies

we invest in, and in our relationships with our clients. That is how we are securing tomorrow.

• We provide a range of FSCA-approved funds South African investors, where we have been active for over 20 years. 
• We take a global, thematic approac

h to investment, identifying promising companies that look set to benefit from the themes shaping the investment lands

cape for years to come.
• Responsible stewardship is embedded into our investment process. Every stock we invest in is assessed from an environmental, social and governance (ESG) perspective.
• We invest actively for the long-term, carrying out fundamental company research, engagement and analysis.

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RESOLVE FUND MANAGER (PTY) LTD
011 268 5540 | mbongeni@resolvesa.co.za (mbongeni@resolvesa.co.za)
https://resolvesa.co.za/   (https://resolvesa.co.za/)

Established in 2021, RESOLVE is an owner-managed, private equity business, with significant capital committed to date.  Black-owned and staffed, RESOLVE is strategically positioned to promote the technological transformation and economic development objectives of the region through its culture of wealth creation and good governance. The Partners have extensive Private Equity investment and management skills and have delivered value with a demonstrable track record.
Alternatives Fund Manager (focused on private equity)

Question 20

Risk Benefit Underwriters

Accepted Answer

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Old Mutual Corporate
0860 20 30 40  |  superfund@oldmutual.com ( superfund@oldmutual.com)
www.oldmutual.co.za(undefined)

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.

Question 21

Tax Advisory and Service

Accepted Answer

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EMS Solutions
082 814 6526  | divan@emssolutions.co.za (divan@emssolutions.co.za)
www.emssolutions.co.za(http://www.emssolutions.co.za)

With over 18 years in Pension fund advisory, we specialize in tax legislation and administration of Pension funds. Our services include but are not limited to local VAT review and reclaim as well as tax certification, directives and ROTs.
We work on a success-based fee in the Pension Fund VAT space to register funds and reclaim their Admin and Investment management expenses. Tax Certification, directives and ROTs are quoted based on volume.
VAT Review, Registration and reclaim (including ruling applications) 
SARS VAT Audit and the Query assistance
Tax certificates 
Tax Directives
Recognition of transfer certificates

Question 22

Technology Providers

Accepted Answer

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Lane Clark & Peacock 
+4420 7432 0680    |  clay.lambiotte@lcp.uk.com  (clay.lambiotte@lcp.uk.com )
https://www.lcp.uk.com/technology-analytics/ (https://www.lcp.uk.com/technology-analytics/)

LCP is a market leading and award winning consultancy providing global institutions with investment advice as well as working in other sectors including pensions, insurance, energy, health and business analytics.  Our firm advises and assists government institutions (including UK government departments), multinational corporate institutions, regulatory institutions, sovereign wealth funds, central banks, endowments and pension funds.  Established over 70 years ago in the UK and with over 850 employees, LCP is the one of the largest independent consulting firms in the world.

LCP’s investment specialists provide clear, concise advice focused on your needs. Our proprietary innovative technology has been adopted and adapted by institutions to deliver real-time insight and control. These intuitive analytical tools are specifically designed to enhance clarity and enable decision-making in a timely and concise process.  To emphasise our independence, LCP has no affiliation or association with any asset manager or investment bank, nor are we incentivised to promote investment products. This ensures our advice is always unbiased and free from conflict.

Question 23

Tracing Agents

Accepted Answer

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Unclaimed Benefits Member 
082 857 4055 |  thinus@ubmv.co.za (thinus@ubmv.co.za)
https://ubmv.co.za (https://ubmv.co.za)

TRACING UNCLAIMED BENEFITS
Unclaimed Benefits Member Verification and Fraud Prevention
Our Services: Automated Batch Tracing, Desktop Tracing, Investigative Tracing, Document Collection, Death Benefits Tracing, Tracing Lost Policy Holders

Question 24

Training Providers

Question 25

Umbrella Funds

Accepted Answer

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Momentum Investments
082 336 8786  |  willem.gaymans@momentum.co.za (willem.gaymans@momentum.co.za)
www.momentum.co.za(undefined)

Momentum investments helps you grow your wealth, whether you’re an individual saving for your retirement, a business looking to build your portfolio or a financial adviser in need of practical tools and customised solutions. 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. 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 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 unrivaled 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.

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Old Mutual Corporate
0860 20 30 40  |  superfund@oldmutual.com (superfund@oldmutual.com)
www.oldmutual.co.za(undefined)

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 sectors.  These solutions include retirement investment portfolios, risk cover solutions, professional consulting services as well as member education, support and financial advice.

Our Partners