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Colorful beehives in orchard in early spring. 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

Engineering certainty in an uncertain world: Turning investment complexity into clarity.



August 2025

Mindfields

This edition explores smart beta investing, a strategy that combines the best of the active and passive investing.


February 2025

Annual Sci-Fi report

The behavioural science of South African financial decisions



Sci-Fi Report 2024

Mindfields

This edition covers sustainable investing and how to balance returns and responsibility.



October 2024

Mindfields

This edition covers the convergence of technology and markets



July 2024

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

The Research Hive |
Eugene Botha

Eugene Botha, head of The Research Hive gives us insights into his role.

The Research Hive |
Evan Gilbert

Evan Gilbert, research strategist, gives us insights into his role.

The Research Hive |
Joshua Giese

Joshua Giese, quantitative research analyst, gives us insights into his role.

The Research Hive | What is our research approach?

Evan Gilbert, research strategist, explains the research approach of The Research Hive.

The Research Hive | Why is research so important in our business?

Eugene Botha, head of The Research Hive explains why research is so important in our business.

The Research Hive | How does research drive innovation?

Eugene Botha, head of The Research Hive, explains how research drives innovation.

The Research Hive panel discussion | Mindfields

The Research Hive team discuss the latest edition of Mindfields, titled: Engineering certainty in an uncertain world.

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 benefit 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

Illustration of a graph depicting the research platform for the investment management business.

Subject-matter research platform for the investment management business.

Illustration of a certificate depicting successful knowledge transfer.

Enable active
knowledge transfer.

Illustration of three women depicting collaboration.

Collaboration of innovation and thought leadership principles across the business.

Image of microphone speakers.

Provides profile and brand building in an unconventional way.

Understanding investor behaviour

Diagnosing, measuring, and tracking behavioural interventions that will help clients make better investment decisions.

Meet our team

Paul Nixon

Head of Behavioural Finance

Eugene Botha

Head: Research Hive

Martiens Barnard

Marketing actuary

Prof. Evan Gilbert

Research strategist

Joshua Giese

Quantitative Analyst

Vongani Masongweni

Quantitative Research Analyst

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

Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.

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