September 6, 2023: Essentia’s methodology for skill-based portfolio manager assessment published in the peer-reviewed Journal of Investing. Read more

Delivering Behavioral Alpha®

Essentia helps both short and long-term professional investors mitigate bias, maintain investment discipline and achieve better performance.

Who uses Essentia

PMs & Research Analysts

Use Essentia to continuously improve performance by playing to their strengths and avoiding their weaknesses.

CIOs & Investment Oversight

Use Essentia to understand the skills and biases of each member of the investment team.

Asset Allocators & Wealth Managers

Use Essentia to ensure they are getting their all-important allocation and manager selection decisions right.

Essentia provides behavioral analytics and performance consulting services on assets totaling more than $250 billion.

Essentia Analytics Software ROI

Proven ROI

Our analytical tools, data-driven consulting, and proactive nudges helped one senior equity manager to increase alpha and deliver a 435% return on his Essentia investment.

Institutional Investor - Tapping the Power of Advanced Behavioral Analytics to Generate Alpha

Paul Fahey of Northern Trust and Essentia CEO Clare Flynn Levy discuss how institutional investors can tap the power of behavioral analysis to improve investment outcomes. Read Article

Feedback: Information as a Basis for Improvement With Michael Mauboussin

Michael Mauboussin joins Essentia’s Behavioral Alpha webinar series to share how timely and accurate feedback can improve long-term outcomes for investment organizations. Watch Video

The Decision Lab - The behavioral biases behind our investments with Clare Flynn Levy

The Decision Lab’s Dr. Brooke Struck speaks with Essentia CEO Clare Flynn Levy about the biases that influence investment decision-making and the behavioral interventions that seek to address them. Listen to Podcast

Learn about Northern Trust’s (NTRS) strategic investment in Essentia Analytics.
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The Future of Active Management

Essentia is transforming the way that professional investors measure, demonstrate and continuously improve investment performance. 

Behavioral Alpha

Realize the fund performance gains available through the mitigation of cognitive bias and a deeper investment discipline.

A data-driven feedback supporting human decision-making

Human + Machine

Reinforce your individual investment approach with machine learning, cutting-edge analytics and Essentia’s intelligent nudges.

Actionable insights for fund managers

Actionable Insights

Cut straight to useful information about how to maximize strengths and minimize weaknesses, and be reminded of it when it matters most.

“Essentia went well beyond showing me where my behavior was destroying value. They gave me the tangible tools and techniques I needed to correct it.”

Learn how one long/short hedge fund manager used Essentia to unlock over 5% of incremental return per year.

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Award-Winning Investment Analytics

Our software and services are designed by investment professionals working in collaboration with a team of world-class technologists and behavioral scientists.

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Your Data Security is Our Priority

Using Amazon’s AWS cloud infrastructure, we structure our clients’ data within a high security, purpose-built architecture that has passed the industry’s most rigorous information security audits. It’s one more reason why some of the world’s largest fund management firms trust Essentia with their most sensitive information.

Essentia Analytics AICPA Service Organization Control (SOC) 2 Type 2 certification, AICPA
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