Case study: Delivering Behavioral Alpha

This case study illustrates how Essentia Insight’s behavioral reporting and intelligent nudges enabled a fund manager to tackle cognitive bias, improve fund performance, and generate a 20x return on his initial $50k software investment.

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Can Traditional Active Management Be Saved?

Active managers need to start incorporating the lessons of behavioural science if they have a chance of reversing the flow of assets into passive investment vehicles. In this paper, Eric Rovick highlights some of the areas of cognitive risk evident in active investment management and provides a managerial and operational framework for addressing them.

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Case study: Talisman Global Asset Management

Julian Sinclair, Talisman CIO, talks about the importance of having a feedback loop in the portfolio management process and how he’s been using Essentia’s software to refine his investment skillset.

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The Human in the Loop

We’re also interested in learning from how behavioral science is applied in other sectors.

In this paper, David Taudevin – a former RAF fighter pilot – provides a fascinating insight into the psychological pressures faced by military aviators. He examines some of the behavioral and human factor initiatives being employed to optimize the flying and combat performance of today’s fast jet pilots.

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Behavioral Finance, Applied: The Professional Investor’s Primer

Whether you’re already acquainted with the principles of behavioral finance, or this is your first exposure to the topic, this white paper provides a practical reference guide to some of the behavioral biases most humans exhibit, but with a focus on those that will resonate with professional investors.

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The Essentia Recommended Reading List

The team at Essentia have curated a list of the best reads on behavioral science and its application to finance and investment management. We’re constantly updating this list – if there are any titles you think should be here, please let us know. Happy reading!

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行動ファイナンスの活用: プロの投資家のための手引き

Japanese translation of the Behavioral Finance: Applied white paper.

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