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.
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.
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.
11 Nov | 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.
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.
8 Nov 2019 | Institutional Investor
Julie Segal explores how behavioral analytics can help active investors from repeatedly making the same mistakes.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
23 Nov 2018 | Bloomberg Radio
Bloomberg’s John Tucker and Peggy Collins talk to Clare Flynn Levy about how hedge fund managers are using behavioral data and analysis to play to their strengths.
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.
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.
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.
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’.
15 Oct 2018 | The Reformed Broker
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.
30 May 2018
Eze’s Investment Suite software now interfaces seamlessly with Essentia and its range of behavioral analytics and intelligent nudges.
20 Apr 2018 | PWC
Essentia one of nine innovative B2B scale-ups chosen for PWC’s first Series A Accelerator program.
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.
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.
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.
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.
20 Dec 2017 | PI World
25 Sept 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.
31 May 2017 | FT Ignites
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.
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11 April 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 April 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 July 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.
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.
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 April 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.
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.
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.
13 Mar 2015 | Innovate Finance Global Summit Interview
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.
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.
2 Feb 2015 | FinTechCity
Essentia Analytics chosen as one of top ten European FinTechs startups to watch.
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.
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.
23 Jan 2015 | The Hedge Fund Journal
Essentia wins Best Performance Data Analytics Award at the 2015 Hedge Fund Journal Awards
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.
16 Jan 2015 | Business Insider
Essentia Analytics named as one of Europe’s 15 most innovative FinTech startups.
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.
7 Nov 2014 | Waters Technology Magazine
Essentia’s behavioral software for professional investors wins Waters 2014 Technology Award for Best Buy-Side Data Analytics.
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.
23 Jun 2014 | Financial News
Clare Flynn Levy recognized as one of Europe’s most influential financial technology innovators.
30 Apr 2014 | ThinkAdvisor
Savita Iyer-Ahrestani finds out how Essentia software is helping fund managers to measure and maximize their investment skill.
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.
14 April 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 April 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.
Stay tuned