Delivering Behavioral Alpha®
Essentia helps both short and long-term professional investors to mitigate bias, maintain investment discipline and achieve better performance.
Who uses Essentia
PMs & Research Analysts
Use Essentia to continuously improve performance by playing to their strengths and avoiding their weaknesses.
CIOs & Investment Oversight
Use Essentia to understand the skills and biases of each member of the investment team.
Asset Allocators & Wealth Managers
Use Essentia to ensure they are getting their all-important allocation and manager selection decisions right.
Essentia provides behavioral analytics and performance consulting services on assets totaling more than $100 billion.
Proven ROI
Our analytical tools, data-driven consulting, and proactive nudges helped a $16bn equity manager to increase alpha in just 6 months.
Ted Seides talks to Clare Flynn Levy and Cameron Hight, both former PMs, about the use of new data analytics to enhance investment results. Listen to podcast
II Magazine reports on new Essentia research which shows how active managers with good selling discipline can outperform index funds.
Read Article | Download Research
The Reformed Broker, Josh Brown, explores how Essentia helps PMs to improve upon their investment mistakes. Watch full screen
The Future of Active Management
Essentia is transforming the way that professional investors measure, demonstrate and continuously improve investment performance.
Behavioral Alpha
Realize the fund performance gains available through the mitigation of cognitive bias and a deeper investment discipline.
Human + Machine
Reinforce your individual investment approach with machine learning, cutting-edge analytics and Essentia’s intelligent nudges.
Actionable Insights
Cut straight to useful information about how to maximize strengths and minimize weaknesses, and be reminded of it when it matters most.
“By being able to understand my investment behavior and skills with concrete data – not hunch or intuition – I’m in a much better position to allocate my time to where there are greater performance opportunities.”
Julian Sinclair
CIO & Portfolio Manager
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.