Download our case studies of real-world portfolio managers who have used our proprietary behavioral analytics service to measurably improve their returns to investors

Essentia Case Study: Global Equity Fund

This case study illustrates how Essentia’s behavioral reporting, data-driven consulting, and intelligent nudges enabled a fund manager to tackle cognitive bias, improve fund performance, and generate a 13x return on his initial $80k software investment.

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Essentia Case Study: Long/Short Hedge Fund

 This case study profiles a long-short hedge fund manager who, in working with Essentia, saw a 553bps improvement in performance, per annum, largely attributable to better trimming decisions.

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