Press & Media

13 Apr 2017  |  BBC Radio 4 – Today

Radio 4’s flagship news program talks to Clare Flynn Levy and Paras Anand (Fidelity International) about the importance of the fintech community to the UK economy.

Go to recording

11 Apr 2017  |  Ignites Europe

What will an asset management look like in 10 years from now? Investment experts discuss the likely roles to be played by data, AI and robotics in a consolidating industry.

Go to article

5 Apr 2017  |  Ignites Europe

Axa’s COO Joseph Pinto discusses how Axa IM is using Essentia to give its managers valuable insights and the analytics to make better decisions.

Go to article

15 Mar 2017  | Fund Strategy

As human active managers come under increasing pressure to justify the value they add, Sam Shaw surveys the growing role played by data and behavioral science.

Go to article

1 Dec 2016  |  Innovate Finance

Innovate Finance, representative body for the UK’s global fintech community, selects Clare Flynn Levy for its Women in Finance 2016 Powerlist.

Go to article

29 Nov 2016  |  HFM Week 

Essentia recognized as one of Europe’s leading IT and software providers serving the hedge fund sector.

Go to article

More Essentia news >

White Papers & Research

Case Study: Delivering Behavioral Alpha

Download

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.

Can Traditional Active Management Be Saved?

Download

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.

Case study: Talisman Global Asset Management

Download

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.

The Human in the Loop

Download

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 also examines some of the behavioral and human factor initiatives being employed to optimize the flying and combat performance of today’s fast jet pilots.

Behavioral Finance, Applied: The Professional Investor’s Primer

Download

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.

The Essentia Recommended Reading List

Download

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!

Receive Essentia updates

Stay up to date with behavioral technology in active management.

Subscribe