Essentia Blog

Views on cognitive science, intelligent data, and investment performance

The numbers behind the score

July 23rd, 2017|

If you watched Wimbledon this year, you'll know that data-driven insights and analysis are fast becoming part of the tennis landscape. Guest blogger John Quartararo takes a closer look at the ways the world's best tennis players and their coaches are using technology to improve performance, and considers how it applies to the investment world.

Investment Management and AI: More partnership than takeover

June 5th, 2017|

Artificial intelligence is not yet capable of replacing human fund managers altogether, but a new categorisation of AI - augmented intelligence - is fast becoming the secret weapon of enlightened human portfolio managers. We explore how they're doing it, and why the rest of the industry must follow suit as a matter of survival.

What we’re listening to – our favorite podcasts

April 15th, 2017|

As podcasting comes of age, there's been an explosion in the number of high quality broadcasts available. Listen online or download to your phone, here are 10 of the best podcasts for news & trends in technology, behavioral finance and entrepreneurship.

Can portfolio managers win from MiFID 2?

March 20th, 2017|

The fast-approaching MiFID 2 deadline is a welcome endpoint for many ops and compliance teams. But for those fund managers using next-generation analytics to improve performance, the recently created MiFID-driven data sets are an invaluable source of insight.

Juniorization in asset management: Are you ready?

February 20th, 2017|

The investment management industry has traditionally placed a lot of emphasis on time as a teacher. Will the trend towards juniorization undermine this skill base - or is this an opportunity to reinvigorate active management with new blood that's more attuned to data-driven learning?

The one thing worth doing differently in 2017

January 17th, 2017|

Acing those new year resolutions is hard - especially when you're a busy portfolio manager swamped with demands on your time. But don't give up! Clare Flynn Levy, Essentia CEO, reveals her simple, science-based tip for making 2017 a year of positive change.

Santa’s Top 10 Gifts for Behavioral Improvement

December 12th, 2016|

This year, give the gift of self-improvement. Here are the big man's best ideas for getting family, friends and colleagues into new and better habits.

5 easy ways to improve your process using behavioral science

October 25th, 2016|

Incorporating behavioral science into your investment process doesn't have to be difficult. We present five simple techniques to reinforce the scientific rigor of your investment decision-making routine.

Winning gold in fund management

September 8th, 2016|

The Performance Revolution of the 80's and 90's had a dramatic impact on British sport and was a major factor in the UK's Olympic success at Rio. What are the lessons for active managers in an increasingly competitive fund flow arena?

What we’re reading

September 1st, 2016|

By popular demand and after lots of great suggestions from you, we've updated the Essentia Recommended Reading List (one of our most downloaded white papers). Check out the additions to one of the best surveys of behavioral titles available.

Different minds: Why we need human capabilities AND machine intelligence

July 29th, 2016|

Despite predictions to the contrary, humans are still better-equipped than computers when it comes to decision-making in complex, uncertain conditions. As a result, industries like asset management should be using technology to support its humans, not replace them.

Asset management innovation? Walk don’t run

May 31st, 2016|

Asset management firms have been hiring new innovation teams. But rather than adopt a head-on approach to change which may prompt resistance, we advocate a Kaizen approach that begins with smaller, measurable, and more gradual improvements.

Active managers: The time is now

March 14th, 2016|

It's easy to postpone change - especially in a difficult market environment. But now is the time for active managers to make better use of the new technology now available to them, and level the playing field with the growing sources of competition.

“When you get clever with data it can be truly beautiful”

January 16th, 2016|

In this Essentia team profile, we talk to Snežana Pejić PhD, Senior Quantitative Researcher at our London office. She tells us why crunching investor performance data trumps a life in academia, and what it’s like working at the heart of London’s flourishing fintech scene.

Will google eat your lunch?

December 16th, 2015|

Speculation is increasing about Google’s ambitions in the asset management space. In this article, Eric Rovick argues that the real threat is not Google’s technology, but its culture and a willingness to focus on process and behavior. Today’s asset managers would do well to learn from this approach as more new entrants enter the market.

Before you vote in the next election…

May 5th, 2015|

As we approach the UK general election on May 7th, we’re looking at some of the ways in which behavioral science is being used to mobilise voters and affect their perception of the party candidates.

Applying behavioral science to your own investment decisions – Recorded webinars

November 4th, 2014|

In these free webinar recordings, two highly respected investment coaches talk about the everyday thoughts and reactions to be aware of as you start to factor cognitive science into your own investment activity.

On fund managers, hermit crabs and decisions under stress

July 24th, 2014|

How creative is your investment thinking when you're stressed? Professor Mark Fenton-O’Creevy looks at nature and scientific evidence to illustrate that we may be less flexible than we think.

Would Jesse Livermore have used Essentia?

July 3rd, 2014|

Jesse Livermore was the legendary investor represented in the investment classic, Reminiscences of a Stock Operator. We explore his early role in documenting the emotions that impacted his investment decision-making, and reflect on how behavioral finance is part of a long-term quest by investors to understand the true drivers of their performance.

Is your email out of control?

November 12th, 2013|

It's been found that we spend 28 % of our time reading and responding to e-mails. If you're a fund manager you'll know it can feel like even more. Tomas Chamorro-Premuzic (on our Advisory Panel) discusses some approaches to managing emails and increasing your focus.

Managing emotions in investment decision making

November 11th, 2013|

Dr. Mark Fenton-O’Creevy and David Jones of IG Index show how academia and professional investing actually agree on the importance of managing your emotions in the course of investment decision making. They’re focused on “trading” here, but their points are no less relevant to fund managers – it’s worth a watch.

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