Behavioral Alpha

5 Mar 2024  |  Essentia Analytics

Mark Sherlock, Federated Hermes’ Head of U.S. Equities and lead PM for the firm’s U.S. SMID Fund, discusses how his award-winning investment team continuously improves their process without undermining their philosophy.

Excess Returns Podcast

28 Feb 2024  |  Compounders Podcast

Ben Claremon of the Compounders Podcast welcomes Essentia CEO Clare Flynn Levy to discuss how decision attribution analytics help portfolio managers and allocators improve their decision-making — and how managers can use these analytics to better market themselves.

Essentia Analytics Logo

13 Feb 2024  |  Essentia Analytics

New Top 5 announced in industry’s leading skill-based portfolio manager ranking.

Behavioral Alpha

18 Jan 2024  |  Essentia Analytics

Top-ranking portfolio manager Oliver Collin of Invesco’s Euro Equity Fund joins Essentia CEO Clare Flynn Levy to discuss how decision attribution helps PMs and investors have more productive conversations.

Behavioral Alpha

6 Dec 2023  |  Essentia Analytics

Award-winning small cap portfolio manager Greg Dean joins Essentia CEO Clare Flynn Levy to break down everything you need to know about decision attribution: how it works, the latest research, and why next-gen managers are embracing it without fear.

The Inside Adviser

29 Nov 2023  |  The Inside Adviser

Teams from Pzena and Invesco scored highly against the Northern Trust-backed Essentia Analytics’ Behavioral Alpha Benchmark, a system designed to differentiate between luck and true investment nous.

Essentia Analytics Logo

14 Nov 2023  |  Essentia Analytics

Top portfolio managers extend win streak, consistent with new research into the persistence of investment skill.

Northern Trust

3 Nov 2023  |  Northern Trust

Through its collaboration with Essentia Analytics, Northern Trust offers asset managers a behavioral analytics solution that enriches the investment process and enables faster, smarter investment decisions.

Behavioral Alpha

19 Oct 2023  |  Essentia Analytics

Veteran manager selector Joe Wiggins (St. James’s Place) and next-gen investment consultant Evan Frazier (Marquette Associates) take a deep dive into the new questions allocators are asking equity managers.

Institutional Investor

10 Oct 2023  |  Institutional Investor

There may be a better answer than past performance to the central riddle of active management — how to identify managers who have the skills to outperform in the future.

The Journal of Investing

6 Sep 2023  |  The Journal of Investing

Now published in the peer-reviewed Journal of Investing, Essentia’s research explains the methodology behind the Behavioral Alpha Benchmark, a groundbreaking tool that looks beyond historical returns — and the effects of luck — to measure portfolio manager decision-making skill.

WatersTechnology

5 Sep 2023  |  WatersTechnology

Essentia Founder & CEO Clare Flynn Levy sits down with WatersTechnology to discuss how behavioral analytics is changing the rules of manager assessment.

Excess Returns Podcast

17 Aug 2023  |  Validea

Essentia CEO Clare Flynn Levy joins the Excess Returns podcast to share how active fund managers can add value with their decision-making and avoid the alpha-destroying mistakes managers typically make.

Essentia Analytics Logo

9 Aug 2023  |  Essentia Analytics

Latest results suggest that portfolio manager investment skill persists over time.

Great Place to Work UK

20 Jul 2023  |  Great Place to Work

Essentia has been recognized as one of the UK’s Best Workplaces™ for Women.

CAIA Association

19 Jun 2023  |  CAIA Association

Active portfolio managers are still very much at play in today’s market, and recent findings show that skilled ones can outperform their indexes.

Behavioral Alpha

8 Jun 2023  |  Essentia Analytics

Invesco’s (two-time) top-ranking portfolio manager Martin Walker discusses how he uses decision attribution analytics to generate “behavioral alpha.”

Citywire Australia

03 May 2023  |  Citywire Australia

Compared to traditional performance attribution, decision attribution — a subset of behavioral analytics — gives much better insight into a fund manager’s ability to succeed in the future, argues Essentia CEO Clare Flynn Levy.

Great Place to Work UK

26 Apr 2023  |  Great Place to Work

Essentia has once again been certified as one of the UK’s Best Workplaces™.

Behavioral Alpha

20 Apr 2023  |  Essentia Analytics

Morgan Stanley’s award-winning portfolio manager Vishal Gupta shares how he incorporates decision attribution analytics into his investment process and conversations with investors.

Decision Nerds

11 Apr 2023  |  Decision Nerds

How do we give feedback to investment decision-makers and ultimately change their unproductive behavior? Essentia CEO Clare Flynn Levy shares her perspective on the new Decision Nerds podcast.

Essentia Analytics Logo

29 Mar 2023  |  Hambro Perks

Hambro Perks, a UK-based venture firm, has provided £3M of venture debt to Essentia Analytics, an award-winning B2B SaaS provider of behavioral data analytics and consulting for professional investors. London-based Mountside Ventures advised on the deal.

21 Mar 2023  |  Investments & Wealth Institute

Clare Flynn Levy, the founder and CEO of Essentia Analytics, joins the Investments & Wealth Institute’s Exceptional Advisor podcast to share how advisors can mitigate their own behavioral biases — and the behavioral biases of their clients.

Behavioral Alpha

16 Mar 2023  |  Essentia Analytics

G2 Investment Partners’ lead portfolio manager Josh Goldberg shares how he uses decision analytics to assess and improve decision-making in his long/short equity hedge fund, and how PMs and allocators can gain insights that simply aren’t available through traditional performance analysis tools.

Essentia Analytics Press Release

2 Mar 2023  |  Essentia Analytics

Leader in behavioral analytics for professional investors meets stringent compliance framework and security standards.

Markets Media

8 Feb 2023  |  Markets Media

Essentia Analytics has announced the winners of the 2022 Behavioral Alpha Award, a unique assessment that ranks portfolio managers based on their demonstrated investment skill, rather than their recent past performance.

Institutional Investor

7 Feb 2023  |  Institutional Investor

There are a few new faces in the industry’s first ranking of equity portfolio managers that analyzes returns based on investment decisions — and separates out the role of luck.

Essentia Analytics Press Release

7 Feb 2023  |  Essentia Analytics

Innovative assessment ranks portfolio managers based on decision-making skill, not past performance.

CFA Institute

31 Jan 2023  |  CFA Institute

A portfolio manager’s job is to make decisions — all day, every day. But which of their decisions are helping and which are hurting performance? Which types of decisions are they truly skilled at making? Until recently, these questions were nearly impossible to answer. Enter decision attribution analysis.

Northern Trust

31 Jan 2023  |  Northern Trust

As asset allocators become increasingly involved in the investment process, they’re looking to asset managers to answer questions about their investment decision-making and explain performance. Northern Trust’s Paul Fahey and Essentia’s Clare Flynn Levy discuss how Essentia’s technology helps managers understand, articulate, and improve their investment decisions.

Behavioral Alpha

19 Jan 2023  |  Essentia Analytics

Kristof Gleich, president and CIO of Harbor Capital Advisors, shares how HCA uses decision attribution and behavioral analytics to assess managers based on demonstrated skill (rather than past performance), and how managers can best position themselves in this new framework.

Markets Media

16 Dec 2022  |  Markets Media

Marc Mallett, global head of Whole Office Strategy at Northern Trust, describes how Essentia’s behavioral analytics help front offices make better investment decisions.

Behavioral Alpha

15 Dec 2022  |  Essentia Analytics

Baird’s award-winning portfolio manager Jonathan Good discusses his investment process, how he uses behavioral analytics to optimize decision-making, and how PMs, capital allocators, and investors can gain insight into whether poor (or strong) performance is due to luck or skill.

CFA Institute

21 Nov 2022  |  CFA Institute

“You only need one or two good stocks a decade,” Peter Lynch once said. Yet too often payoff is overlooked as a means of evaluating investment managers’ decision making. Essentia CEO Clare Flynn Levy delves deeper with insights from a new Essentia Analytics study.

Northern Trust

17 Nov 2022  |  Northern Trust

Whether you’re an asset owner or asset manager, leveraging new tools and engaging with behavioral analytics is more important than ever. Those who choose to ignore this shift could fall victim to it, and those who embrace it may gain a competitive edge in the battle for alpha.

The Journal of Investing

1 Nov 2022  |  The Journal of Investing

Essentia’s research appears in the October 2022 issue of the peer-reviewed Journal of Investing and examines the alpha lifecycle — from early accumulation to eventual decay, in most cases — and uncovers important characteristics that all fund managers and asset allocators should be aware of.

Enfusion

27 Oct 2022  |  Enfusion

Enfusion’s Peter Salvage and Essentia’s Clare Flynn Levy discuss how portfolio managers are using behavioral science to generate and preserve alpha in times of extreme market volatility.

Northern Trust

26 Sep 2022  |  Northern Trust

Northern Trust’s Stephanie Farrell, Equity Data Science’s Greg McCall, and Essentia’s Clare Flynn Levy explore technologies that offer asset managers a feedback loop to improve decisions throughout the entire trade lifecycle.

Institutional Investor

15 Sep 2022  |  Institutional Investor

Knowing whether a portfolio manager generated double-digit returns because they were unusually brilliant — rather than simply lucky — could change how investors and allocators select managers for their capital. Essentia’s groundbreaking Behavioral Alpha Benchmark sheds light on this very question.

Essentia Analytics Press Release

15 Sep 2022  |  Essentia Analytics

Morgan Stanley Investment Management, Carmignac, Baird, Invesco among the top equity portfolios revealed in a new skills-based analysis.

Pathwise

15 Aug 2022  |  PathWise

Essentia CEO Clare Flynn Levy talks with J.R. Lowry, Founder of PathWise and Global COO at Janus Henderson, about how fund managers can improve their investment decision-making skills with data analytics and machine learning.

Happy Investor Podcast

24 Jun 2022  |  The Happy Investor Podcast

Marcel van de Hoef of The Happy Investor Podcast speaks with Essentia CEO Clare Flynn Levy about the concept of feedback loops: how they work, why you need them, and how they can help you become a better, happier investor.

Behavioral Alpha

22 Jun 2022  |  Essentia Analytics

Renowned performance psychologist Dr. Gio Valiante shows how the techniques and insights that have been so successful with pro athletes translate to portfolio management.

S3 Air Summit

13 Jun 2022  |  S3 AIR Summit

Essentia CEO Clare Flynn Levy joins Equity Data Science’s Greg McCall, OpenFin’s Chuck Doerr, and AlphaSense’s Matt Angrist to discuss how investment data science and technology can derive, develop, and preserve alpha.

The Decision Lab

6 Jun 2022  |  The Decision Lab Podcast

Dr. Brooke Struck, Research Director at The Decision Lab, speaks with Essentia CEO Clare Flynn Levy about the types of biases that influence investment decision-making and the evolution of behavioral interventions that seek to address them.

The Disciplined Investor

29 May 2022  |  The Disciplined Investor Podcast

Essentia Analytics CEO Clare Flynn Levy sits down with Andrew Horowitz to discuss how portfolio managers can prioritize their process and manage their mental game in times of extreme market volatility.

Northern Trust

24 May 2022  |  Northern Trust

Essentia CEO Clare Flynn Levy joins Northern Trust’s Gary Paulin and Equity Data Science’s Greg McCall to discuss why data analysis to optimize the investment decision making process is more accessible and cost-effective than many asset managers realize.

Behavioral Alpha

11 May 2022  |  Essentia Analytics

Michael Mauboussin, one of the leading voices in behavioral investing, shares insights on how to generate timely and accurate feedback that can be used to improve long-term outcomes for investment organizations.

The Decision Lab

5 May 2022  |  The Decision Lab

Essentia Research Analyst Eva McCarthy provides an overview of the behavioral biases found in the active management industry and how investors can implore tools to mitigate their biases.

Essentia Analytics Press Release

27 Apr 2022  |  Essentia Analytics

Essentia Analytics has been certified as one of the UK’s Best Workplaces™ for 2022.

The TRADE News

5 Apr 2022  |  The TRADE News

Predictions of the death of anything tend to be wrong. The most skilled – and the most adaptive – active managers won’t just survive in this market, they will thrive.

CFA Institute

3 Mar 2022  |  CFA Institute

The term “quantamental” may have inspired more eye rolls than embraces in the market, but like it or not, even the most stubborn fundamental investors are becoming quantamental.

Institutional Investor

25 Jan 2022  |  Institutional Investor

Human bias in investment decisions has long eroded alpha. Finally, new analytical capabilities can quantify this factor and give institutional investors powerful performance advantages.

WatersTechnology

15 Oct 2021  |  WatersTechnology

Northern Trust has invested in three firms this year, including Essentia Analytics, which now sit in its investment data science division as part of its Whole Office strategy. (Subscription required to read full article.)

Institutional Investor

21 Sep 2021  |  Press Release

Northern Trust (Nasdaq: NTRS) has reached an agreement to take an equity stake in Essentia Analytics, Ltd., a leading provider of behavioral analytics and consulting services.

Institutional Investor

16 Sep 2021  |  Investors’ Chronicle

Investors’ Chronicle’s Algy Hall discusses how how the “pursuit of serenity” can help portfolio managers generate alpha, citing mindfulness research conducted by Essentia’s Philip Maymin.

Institutional Investor

12 May 2021  |  Institutional Investor

Institutional Investor explains Essentia’s new research showing the strong correlation between nudge engagement and portfolio performance.

Essentia Press Release

31 Mar 2021  |  Essentia Analytics

Essentia Analytics today announced the launch of a unique set of workshops for investment professionals focusing on mitigating bias, improving decision making, and enhancing outcomes.

WatersTechnology

30 Mar 2021  |  WatersTechnology

The buy side is an unforgiving environment, something Clare Flynn Levy, recipient of the WatersTech’s technology innovator of the year (vendor) category, understands from personal experience.

Essentia Press Release

5 Mar 2021  |  Essentia Analytics

Clare Flynn Levy has today been named the ‘Tech Innovator of the Year’ by WatersTechnology in this year’s annual Women in Technology & Data awards.

Institutional Investor

9 Feb 2021  |  Institutional Investor

With the help of Essentia, NN Investment Partners analyzed and tweaked the behavior of portfolio managers to outperform while other value strategies struggled. Julie Segal of Institutional Investor finds out more.

CFA Netherlands VBA

2 Feb 2021  |  CFA Netherlands VBA

Robert Davis, Senior Portfolio Manager at NN Investment Partners, explains the role played by Essentia’s behavioral analytics in helping his team to mitigate behavioral bias and successfully weather the value investing bull market.

Portfolio Adviser

6 Jan 2021  |  Portfolio Adviser

Essentia CEO, Clare Flynn Levy talks to Kristen McGachey about how about how behavioral analytics can help portfolio managers improve their decision making and drive Behavioral Alpha.

14 Dec 2020  |  Waters Technology

Regardless of fund type, portfolio managers can analyze their trade data and behavior to make improvements. Wei-Shen Wong from Waters Technology finds out more.

Worth

1 Dec 2020  |  Worth

Clare Flynn Levy, founder and CEO of Essentia Analytics, discusses how COVID is taking Essentia from a nice-to-have product for asset managers to a must-have.

Medium

2 Nov 2020  |  Medium

Zoe Featherstone, President of the Behavioural Innovations Team at UCL, explores the growing recognition of behavioral science by active managers, and the “behavioral alpha” advantage it offers them over their passive fund competitors.

Wealth Briefing

21 Oct 2020  |  Wealth Briefing

Harnessing insights from behavioral finance, and drawing ideas from sports and other fields, Essentia is a transatlantic consultancy & analytics firm that argues that it is possible to delve into what produces consistent market-beating returns.

Investment Week

21 Oct 2020  |  Investment Week

“People say that fund managers are unable to outperform net of fees. In our view, that is not true.” Essentia’s Clare Flynn Levy talks to Lauren Mason about how managers can mitigate bias and improve decision-making.

Waters Technology Wavelength Podcast

9 Sep 2020  |  Waters Wavelength Podcast

Wei-Shen Wong, Asia Editor, and Anthony Malakian, Editor-in-Chief of WatersTechnology, talk to Essentia CEO Clare Flynn Levy about the growing use of  behavioral analytics in the buy-side investment process.
Take 15 Podcast from the CFA Institute

9 Sep 2020  |  Take 15 Podcast

In this CFA Institute podcast, Lauren Foster talks to Clare Flynn Levy, founder & CEO of Essentia Analytics, about common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience.

2 Sep 2020  |  Waters Technology

Wei-Shen Wong learns more about Multi-Portfolio Views – an enhancement to the Insight Enterprise platform that enables PMs to benchmark themselves against their internal peers (expected launch Q4 2020).

Logo for Institutional Investor Magazine logo

5 Aug 2020  |  Institutional Asset Manager

Essentia expands its behavioral analytics service with Insight Enterprise – a new offering for teams of active equity managers.

Essentia Press Release

4 Aug 2020  |  Essentia Analytics

Insight Enterprise brings the power of Essentia’s behavioral analytics to teams of equity portfolio managers, with a price structure that significantly reduces the per-portfolio cost.

Markets Media

24 Jul 2020  |  Markets Media

New research by Essentia identifies how managers could have saved an average of 94 basis points of performance per year by selling stocks earlier.

Investors Chronicle

16 Jul 2020  |  Investors Chronicle

What can investors do to overcome common behavioral mistakes? Algy Hall talks to Clare Flynn Levy, Essentia CEO, about ways to beat the biases that can ruin investment returns.
Wall Street Lab Podcast

5 Jun 2020  |  Wall Street Lab Podcast

Essentia CEO Clare Flynn Levy speaks to the Wall Street Lab podcast about how portfolio managers can use data analytics to make better investment decisions.
Essentia Press Release

15 May 2020  |  Essentia Analytics

ISO certification recognizes Essentia’s compliance with the strictest standards of information security and an ongoing dedication to data protection excellence for its clients.

UBS Capital Consulting Conference Call

13 May 2020  |  UBS Capital Consulting

Essentia CEO Clare Flynn Levy and investment coach Denise Shull host a conference call to discuss best-practice for good decision-making in turbulent times, and the psychology that can derail us. 

Financial News - Are investors now playing with home advantage?

12 May 2020  |  Financial News

Essentia CEO, Clare Flynn Levy, speaks to Financial News about the benefits to portfolio managers of working from home.

Investment & Pensions Europe - Viewpoint: Coronabias and the fat tail

22 Apr 2020  |  Investment & Pensions Europe

Dr Philip Maymin, an Essentia Insight Partner, discusses “coronabias” and its implications for investor behavior.

Markets Media

8 Apr 2020  |  Markets Media

Essentia CEO, Clare Flynn Levy, talks to Shanny Basar about behavioral analytics and how new data-driven insights are helping portfolio managers to uncover previously hidden sources of return.   

Essentia Press Release

3 Mar 2020  |  Essentia Analytics

Essentia continues to expand its roster of tech talent with the appointment to its board of entrepreneur and B2B expert Martin Fincham.

Logo for Professional Adviser

5 Feb 2020  |  Professional Adviser

John Husselbee, Head of Multi-Asset at Liontrust, argues that active managers need to raise their game and realize the kind of behavioral alpha opportunities quantified in recent research by Essentia.

The Disciplined Investor Podcast

25 Jan 2020  |  The Disciplined Investor Podcast

Host Andrew Horowitz talks to Clare Flynn Levy, Essentia CEO, about new best practice for achieving alpha, and how behavioral nudges and self-awareness can improve our investment habits.

Aite Group: Top 10 Trends in Institutional Securities & Investments, 2020

9 Jan 2020  |  Aite Group

Aite cites Essentia and predicts that “Behavioral analytics become mainstream for investment management” as buy-side firms step up to address underlying challenges.

New study suggests that fund managers can outperform index funds

12 Nov 2019  |  Hedgeweek

Active fund managers could preserve more than 1.2 per cent per year, net-of-fees, of outperformance versus passive index funds, according to Essentia Analytics’ latest report.

Investment Week logo

12 Nov 2019  |  Investment Week

A new study published by Essentia Analytics, The Half-Full Glass, has found that active fund managers could outperform passive index funds by more than net 1.2 percentage points.

Are active managers wasting their alpha advantage?

11 Nov 2019  |  Wealth Professional

Leo Almazora reports on a new research paper from Essentia which finds that stock-pickers are undermining themselves with a basic behavioral mistake.

Institutional Investor

8 Nov 2019  |  Institutional Investor

Essentia’s new research paper, The Half-Full Glass, finds that if active managers had the discipline to avoid clinging to their positions for too long, they could easily beat index funds.

“I Sell My Winners Too Early and Hold Losers.”

8 Nov 2019  |  Institutional Investor

Julie Segal explores how behavioral analytics can help active investors from repeatedly making the same mistakes.

ESSENTIA ANALYTICS HOSTS BEHAVIORAL ALPHA NEW YORK 2019

30 Oct 2019  |  Essentia Analytics

For the third year running, Essentia Analytics will host Behavioral Alpha New York (BA19 NY), the leading conference dedicated to the application of behavioral science to investment decision-making.

3 Oct 2019  |  Waters Technology

Emilia David explores how buy-side firms are turning to behavioral analytics and new sources of data to counter the threat from fee compression and passive strategies.

CFA Society - Trading Psychology: Using Self-Awareness to Improve Your Investment Process

19 Sep 2019  |  CFA Society

Clare Flynn Levy, Essentia CEO, joins a panel of world-renowned experts on trading psychology to discuss the most common features of investor behavior and what we can glean from the latest scientific research.

Real Vision - BEHAVIORAL FINANCE: BUILDING A COMPETITIVE ADVANTAGE

28 Aug 2019  |  Real Vision

Rick Bensignor joins Brett Whysel and Clare Flynn Levy, Essentia CEO, to discuss how cognitive bias can destroy alpha and the ways that awareness and analysis can help mitigate that destruction.

The Disciplined Investor Podcast

21 Jul 2019  |  The Disciplined Investor Podcast

Podcast host Andrew Horowitz talks to Clare Flynn Levy, Essentia CEO, about the importance of tracking investment behavior and why investors – just like elite athletes – need a data-driven feedback loop to improve.

Investors Chronicle

18 Jul 2019  |  Investors Chronicle

Deputy Editor Rosie Carr talks to Clare Flynn Levy, Essentia CEO, about the alpha lifecycle and how investors need to be disciplined about their exit timing or risk losing all the value they’ve built up.

The Wall Street Journal

12 Jul 2019  |  Wall Street Journal

Jason Zweig looks at new research from Essentia which shows how the endowment effect can lead active managers to damage alpha and hold positions well past their peak.

5 Jul 2019  |  FundForum

Essentia CEO Clare Flynn Levy discusses the future of asset management at FundForum International 2019 in Copenhagen.

Investment Week

28 Jun 2019  |  Investment Week

Clare Flynn Levy, CEO of Essentia Analytics, explains why the Neil Woodford saga is not about transparency; it is more to do with unchecked behavioral biases.

Business Insider

12 Jun 2019  |  Business Insider

Meghan Morris profiles Essentia Analytics – a startup founded by a former hedge fund manager that gives traders as much performance feedback as athletes so they can make better decisions.

City A.M. - Letters to the Editor

6 Jun 2019  |  City A.M.

“To assess any fund manager based only on a recent historical snapshot is outdated thinking, to put it mildly.” Read Clare Flynn Levy’s letter to the editor on the Woodford fund saga.

4 Jun 2019  |  Funds Europe

Nicholas Pratt talks to Chris Woodcock, Essentia Head of Research and Product, about the growing use of behavioral science in the funds industry and its potential role as the savior of active management.

The Research Puzzle

23 May 2019  |  The Research Puzzle

Tom Brakke attends Behavioral Alpha 2019 and the CFA Institute Annual Conference in London and finds new opportunities for process and performance improvement in asset management.

Bloomberg Opinion

17 May 2019  |  Bloomberg Opinion

New research presented at the Behavioral Alpha conference reveals how cognitive bias can impact investment choices and lead to identifiable alpha generation lifecycles.

The Standard Deviations Podcast - Dr Daniel Crosby

10 May 2019  |  Standard Deviations Podcast

Dr. Daniel Crosby talks to Clare Flynn Levy about the most common behavioral patterns she sees among fund managers, and why she believes the future is still bright for active management.

11 Apr 2019  |  Ignites Europe

Anne Devine talks to Jo Holden, Mercer UK CIO, and Clare Flynn Levy, Essentia CEO, about how applied AI can improve performance in the investment advisor industry.

The Irish Times

26 Mar 2019  |  The Irish Times

Proinsias O’Mahony discusses the revelation that fund manager behavior can change significantly after a winning or losing streak. Download the research referenced in the article.

Robin Strong joins Essentia as Global Head of Sales

7 Mar 2019  |  Essentia Analytics

We’re growing! Robin’s appointment will help Essentia to engage fully with the increasing number of asset managers that want to adopt behavioral data analytics.

The C Suite Podcast

5 Mar 2019  |  the csuite podcast

Essentia CEO Clare Flynn Levy is interviewed in a new discussion on the impact of machine learning and behavioral analytics on asset management. Clare begins at 26:30.

Doug Dundas joins Essentia as CMO

25 Feb 2019  |  Essentia Analytics

As Essentia continues to grow and attract new clients, we’re delighted to announce the appointment of our first CMO.

Frank Curzio's Wall Street Unplugged podcast

23 Jan 2019  |  Curzio Research

PODCAST – Frank Curzio discusses the new generation of behavioral data and how it’s being used by portfolio managers to understand and improve their investment performance.

Calculus Capital invests £2.5m in Essentia Analytics

23 Jan 2019  |  Calculus Capital

Calculus invests in Essentia, enabling the leading provider of behavioral analytics to further develop its service, and scale its client base of fund managers around the world.

Essentia wins investment de-biasing category at AGI Hackathon

21 Nov 2018  |  Essentia Analytics

Essentia’s technology recognized for helping to improve investment decision-making at inaugural event in London.

20 Nov 2018  |  Financial Times

Robin Wigglesworth reports on how active managers are augmenting their expertise through the strategic adoption of automation, algorithms and big data.

Allianz Global Investors AI Hackathon

16 Nov 2018  |  Allianz Global Investors

Photos and highlights from the Allianz AI hackathon – held November 13-15 and focused on the application of AI to the active investment process.

Institutional Investor

12 Nov 2018  |  Institutional Investor

A new research paper from Essentia, Holding the Line, finds that performance streaks, both winning and losing, change fund managers’ behavior.

New insights into fund manager behavior.

12 Nov 2018  |  Essentia Analytics

Analysis across 10-years of equity portfolio manager trading activity finds that half of PMs behave differently when on a ‘streak’.

Ideas and innovation for active investors

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Velocity Fintech Accelerator

10 Oct 2018  |  Essentia Analytics

Essentia Analytics one of five financial technology businesses selected to take part in the UK Investment Association’s new Velocity Fintech Accelerator Program.

17 Sep 2018  |  Brummel Magazine

Clare Flynn Levy named as one of the City’s 30 most inspiring women, bringing new ways of thinking and working to the financial services industry.

Eze Investment Suite

30 May 2018  |  Essentia Analytics

Eze’s Investment Suite software now interfaces seamlessly with Essentia and its range of behavioral analytics and intelligent nudges.

PWC Raise Programme

20 Apr 2018  |  PWC

Essentia one of nine innovative B2B scale-ups chosen for PWC’s first Series A Accelerator program.

The Wall Street Lab

12 Apr 2018  | The Wall Street Lab

Former portfolio manager and Essentia Insight Partner, Jane Coffey, discusses change in the fund management industry and gives advice to people looking to enter the industry.

Capital Allocators podcast

11 Mar 2018  |  Capital Allocators

PODCAST – Ted Seides talks to Clare Flynn Levy and Cameron Hight, both former portfolio managers, about the use of modern data analytics to enhance investment results.

tomorrow augmented

21 Feb 2018  |  Tomorrow Augmented

Michael Kollo of AXA Investment Management and Clare Flynn Levy discuss quantimental analytics and how the fund management sector is embracing artificial intelligence.

Fundseeder Trader Summit

Improving Performance by Reducing Behavioral Bias

8 Feb 2018  |  FundSeeder

Essentia CEO, Clare Flynn Levy, speaks at FundSeeder’s first ever Virtual Trader Summit. Access recordings of all the presentations via the link below. 

CFA Institute

25 Sep 2017  |  CFA Institute

Investment thought leader and Essentia Insight Partner, Cynthia Harrington, reviews the growing reach of AI but predicts that the real winners will be those who learn to combine the new technology with human judgement.

29 Aug 2017  |  Ignites Europe

Siobhan Riding talks to investment and technology experts about the skills fund managers can develop now to ensure their value in a more technology-centric future.

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.

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.

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.

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.

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.

29 Nov 2016  |  HFM Week

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

18 Nov 2016  |  The Asian Entrepreneur

Marion Neubronner talks to Clare Fynn Levy about building a software business and how her own experience as a fund manager gives Essentia an intrinsic competitive advantage.

15 Nov 2016  |  Euromoney

Peter Lee explores how, by identifying and managing unconscious behavioral biases, Essentia Analytics is helping portfolio managers make more money for their clients.

2 Nov 2016  |  Financial Times

Essentia recognized by the Financial Times as one of five fintech companies with the ability to bring lasting change to the financial services sector.

26 Oct 2016  |  Hedge Fund Insight

Drawing on Essentia’s work with portfolio managers, Clare Flynn Levy, Essentia CEO, presents five simple but effective techniques to reinforce the scientific rigor of your daily investment decision-making.

21 Jul 2016  |  Hedge Magazine

Peter Lee explores how, by identifying and managing unconscious behavioral biases, Essentia Analytics is helping portfolio managers make more money for their clients.

14 Jul 2016  |  Hedge Funds Club

Essentia CEO, Clare Flynn Levy, explains how her experiences as a fund manager inspired the development of a specialist feedback loop for professional investors.

7 Jul 2016  |  Ignites Europe

Robert Van Egghen reports on the growing number of asset managers using Essentia’s behavioral analytics to track and improve the performance of their fund managers.

15 Jun 2016  |  Crowdfunders

As Essentia launches a fundraising round on Syndicate Room, Ed Bowsher finds out about the rationale and growing market for Essentia’s behavioral analytics.

7 Jun 2016  |  Funds Europe

Active management knows that change is needed if it’s going to survive and prosper. But what approach should its new internal innovation teams take to succeed?

18 May 2016  |  The ReThink Group

Research reveals that writing about a trading mistake in an investment journal like Essentia Note is an effective way to reduce stress and improve attention in subsequent challenges.

Wall Street Letter

3 Mar 2016  |  Wall Street Letter

In this article, Trading Behaviors, Clare Flynn Levy discusses the growing influence of cognitive science and the applied approach that’s necessary if we want to shift our more entrenched investment habits.

16 Feb 2016  |  Huffington Post

Clare Flynn Levy talks about entrepreneurship, building a startup culture and why the smartest move is sometimes to ask for help.

26 Oct 2015  |  Simcorp’s CXO Corner

8 Oct 2015  |  FStech

Clare Flynn Levy talks to Kate O’Flaherty about overcoming the obstacles to VC financing that can exist for female FinTech entrepreneurs.

3 Sep 2015  |  Raconteur

Charles Orton-Jones surveys the uptake of wearables technology and what it already means for a growing number of fund managers and traders.

11 Aug 2015  |  Absolute Return

Based on the Essentia white paper, The Human in the Loop, this article explores the surprising parallels between the two professions.

13 May 2015  |  Journal of Applied IT

Feature (with worked examples) by Clare Flynn Levy and Eric Rovick showing how behavioural science and data are coming together to help active management confront its demons.

30 Sep 2015  |  CXO Corner

The Journal of Applied IT interviews Clare Flynn Levy and finds out how cognitive science is being combined with advanced technology to create a new type of investment feedback loop.

5 May 2015  |  The Times

US Business Editor, Alexandra Frean, looks at how active managers are using Essentia to integrate behavioural finance into their everyday investment workflows.

22 Apr 2015  |  The Guardian

In recognition of its achievements in the first 18 months of growth, Essentia is named a Guardian Startup of the Year 2014.

Barron

7 Apr 2015  |  Barron’s 

Barron’s Penta Daily explores how family offices are now using Essentia to hone process and increase performance on behalf of their clients.

CIO Review

28 Mar 2015  |  CIO Review

Essentia recognized for its success in delivering cloud-based software that uses behavioral analytics to help professional investors make more skilled investment decisions.

Innovate Finance

13 Mar 2015  |  Innovate Finance Global Summit Interview

Mayor of London

5 Feb 2015  |  Mayor of London Export Programme

Essentia Analytics has been selected by Boris Johnson, the Mayor of London, to join his FinTech delegation to New York and Boston from 9-14 February 2015.

FinTechCity

2 Feb 2015  |  FinTechCity

Essentia Analytics chosen as one of top ten European FinTechs startups to watch.

Telegraph

31 Jan 2015  |  The Telegraph

Rebecca Burns-Callander finds out how our physical and mental state impact investment decision-making and how Essentia is using technology to leverage the best of human intelligence.

Finextra

30 Jan 2015  |  Finextra

Elizabeth Lumley, in the first of her Women in FinTech series, talks to Clare Flynn Levy about entrepreneurship and the pace of fintech disruption within asset management.

MIT Technology Review

Could Behavioral Finance Save Active Fund Managers?

28 Jan 2015  |  MIT Technology Review

As active investing loses ground to passive instruments, MIT looks at how cognitive science and new technology is being used strategically by fund managers to formulate a response.

The Hedge Fund Journal Awards

23 Jan 2015  |  The Hedge Fund Journal

Essentia wins Best Performance Data Analytics Award at the 2015 Hedge Fund Journal Awards

London Entrepreneurship Review

23 Jan 2015  |  London Entrepreneurship Review

How does behavioural science combined with data turn finance into a science? A revolution in financial descision-making is underway and Essentia Analytics is leading the way, writes Linda Unugboke.

Business Insider

16 Jan 2015  |  Business Insider

Essentia Analytics named as one of Europe’s 15 most innovative FinTech startups.

WatersTechnology - News & Media

Buy-Side Technology Awards 2014: Winners’ Circle – Essentia Analytics

26 Nov 2014  |  Waters Technology Magazine

Victor Anderson, editor of Waters magazine and WatersTechnology, interviews Clare Flynn Levy after Essentia wins the Buy-Side Data Analytics Award.

Buy-Side Technology Awards

7 Nov 2014  |  Waters Technology Magazine

Essentia’s behavioral software for professional investors wins Waters 2014 Technology Award for Best Buy-Side Data Analytics.

Brummell Magazine

Inspirational Women 2014: Entrepreneurs

26 Sep 2014  |  Brummel Magazine

Clare Flynn Levy’s pioneering work in helping fund managers make better decisions wins her recognition as one of the most inspiring female entrepreneurs working in the City.

Financial News

23 Jun 2014  |  Financial News

Clare Flynn Levy recognized as one of Europe’s most influential financial technology innovators.

ThinkAdvisor

30 Apr 2014  |  ThinkAdvisor

Savita Iyer-Ahrestani finds out how Essentia software is helping fund managers to measure and maximize their investment skill.

The Tally

Fintech Focus: Essentia Analytics

17 Apr 2014  |  The Tally

After a difficult year for hedge funds, The Tally looks at Essentia, the fintech startup that’s helping them regain their performance mojo.

CFA Institute

14 Apr 2014  |  CFA Institute

Jason Voss explores how new technology is allowing portfolio managers to hone skill and apply the lessons of cognitive science to their everyday investment activity.

10 Apr 2014  |  eFinancial Careers

“The fund management industry is changing, and it’s only now that firms are waking up to the need to consistently coach their investment staff.”

15 Mar 2014  |  Bloomberg Markets

A new crop of software companies has sprung up to provide “moneyball” stats that can help investors and their coaches uncover hidden strengths and weaknesses.

Fintech innovation in asset management
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