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Colorful beehives in orchard in early spring.

The Research hive

Growth through a research culture

The area that passionately explores new ideas and concepts to provide subject-matter expertise for the investment management business on:

  • Client behaviour
  • Technology trends
  • Knowledge and strategic innovation
  • Industry-specific and client insights

Latest research and videos

Mindfields

Client risk management - Edition 4




August 2023

Mindfields

Price and Liquidity Risk Management - Edition 3




April 2023

Annual Sci-Fi report

The behavioural science of South African financial decisions



Sci-Fi Report 2023

Annual Sci-Fi report

The behavioural science of South African financial decisions



Sci-Fi Report 2022

Mindfields

Risk Management: Managing Macro Risks




October 2022

Mindfields

Risk management: Fiduciary Risk.




June 2022

Secure in risk

A whitepaper on retirement income.




September 2022

Mindfields

The ESG edition




October 2021

Behavioural Tax

Annual Sci-Fi report. The Behavioural Science of South African Financial Decisions.



Sci-Fi Report 2021

2021 Sci-Fi Report:
The ‘switch itch’ intensifies

At our ‘moments with our investment gurus’ webinar on 17 March 2022, our investment team provided insights on how our funds have stacked up against the only thing that matters: The investment goals you’ve been setting with your clients.

2022 Sci Fi report:
Shifting the focus to investment behaviour

This video is an interview with Paul Nixon, Head of Behavioral Finance at Momentum Investments giving some insights into the Sci Fi Report 2022 and shifting the focus to investment behaviour.



Behavioural Finance:
How you behave determines how you invest.

Interview with Paul Nixon, Head of Behavioural Finance at Momentum Investments.



Paul Nixon's Interview with Momentum Investments
Part 2

Paul Nixon gives insight on the investment industry and how it has an impact on our lives.



Media roundtable with Paul Nixon, the brain behind Momentum Investments' Sci-Fi Report

Interview with Paul Nixon, Head of Behavioural Finance at Momentum Investments.



Financial Planning Institute of Southern Africa (FPI)
Professional Convention 2021

Join Paul Nixon at the Financial Planning Institute of Southern Africa (FPI) Professional Convention 2021



Behavioural Finance Webinar Paul Nixon presents the 2021 SciFi Report Results

Do South Africans add/destroy investment value through switching? What is behaviour tax? Do you understand your client's behavioural archetypes?

A network of collaboration

Hexangonals placed next to one another to depict a beehive structure that explains how the Research Hive operates.


Our positioning

We are proud of our heritage and culture of research and innovation and will continue to invest in these initiatives.

The Research Hive, therefore, plays an enabling role in our vision to be recognised as a leading research-intensive investment business.

How we add value

Ideas Well-founded and researched ideas to improve the:
  • Efficiency and competitiveness of our investment business
  • For the long-term benefits of our clients.
Better investment outcomes Ultimately, to benefit our clients and operations by delivering better investment outcomes.
Innovation A key focus is on collaborating on innovation and thought leadership principles and ideas across the business. In this way, we ensure that our clients benefit most from the knowledge, expertise and skills within Momentum.

Focus areas

The strategic focus will cut across four distinct areas:

Client focus

Investment management

Technology in investment management

Market insights and industry developments

Strategic intent

Subject-matter research platform for the investment management business.

Enable active
knowledge transfer.

Collaboration of innovation and thought leadership principles across the business.

Provides profile and brand building in an unconventional way.

Meet the team

Paul Nixon

Head of Behavioural Finance

Eugene Botha

Deputy CIO

Martiens Barnard

Marketing actuary

Prof. Evan Gilbert

Research strategist

Joshua Giese

Quantitative Analyst DCIO Portfolio Solutions

Partnerships

Our close connection with research brokers and academia as well as global research providers and asset managers, ensure that we are at the forefront of research and trends in the industry from a technical, academic and practical perspective.

The Association for Savings
and Investment South Africa

ASISA represents the collective interests of the country’s asset managers, collective investment scheme management companies, linked investment service providers, multi-managers and life insurance companies.

South African SME Finance Association

SASFA has been established to encourage transparent and responsible lending in the unregulated SME Finance Sector and has published a code of conduct on its roles and responsibilities in order to protect its customers.

The Financial Planning Institute of Southern Africa

FPI, is a South African Qualifications Authority(SAQA) recognised professional association for financial planners in South Africa. They offer the FSA™, RFP™ and internationally recognised CFP®, certification and has been approved by SARS.

We are also partnered with other local and global academic institutions.

Contact us

Local investing: Momentum Wealth




Office hours are Monday to Friday from 08:00 to 17:00.

Offshore investing: Momentum Wealth International





Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

Unit trusts





Office hours are Monday to Friday from 08:00 to 17:00.

Institutional investing





Office hours are Monday to Friday from 08:00 to 17:00.

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