Motswedi Economic Transformation Specialists

Motswedi assist both retirement funds or institutional investors and ESD programs as follows. For Retirement Funds, you will: 1. Identify the Best Managers Follow sound advice based on the in-depth (and ongoing) due diligence of black-owned asset managers, each rated according to specific detailed criteria. 2. Create Tangible Impact By supporting up-and-coming, black-owned asset managers, you will accelerate economic transformation, social equity, and financial inclusion in South Africa. 3. Achieve Strong Returns Statistics prove conclusively that the investment performance of black-owned asset managers is consistently competitive versus the peer group. 4. Manage Your Risk You are able to identify and monitor areas of risk that may impact the sustainability of your chosen asset managers. 5. Exceed the requirements of COFI The COFI bill, (Conduct of Financial Institutions), aims to introduce a more comprehensive regulatory framework for financial services. Retirement funds will be impacted as they will need to adhere to stricter standards of reporting, governance and accountability, including requiring funds to support and enhance black ownership and financial inclusion in their activities. For Enterprise and Social Development Programmes (ESD) you will: 1. Achieve Sustainable Results Support select black-owned asset managers through grants and loans as they scale from start-up to going concern and ultimately a sustainable and competitive enterprise. 2. Create Meaningful Impact Promote financial inclusion, economic development and transformation, and forge a more competitive and efficient asset management industry. 3. Enhance your B-BBEE Scorecard Improve your company’s B-BBEE rating by maximising points available using a proprietary funding model developed by Motswedi. 4. Benefit from Streamlined Administration and Reporting Have a greater impact by supporting multiple parties while avoiding the hassle of having to administer and liaise with each individually.