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