News and Resources

Media coverage and white papers for download

News & Resources

Press & Media

Capital Allocators podcast

11 Mar 2018  |  Capital Allocators

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.

tomorrow augmented

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.

CFA Institute

25 Sept 2017  |  CFA Institute

Investment thought leader and Essentia consultant, 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.

White Papers & Research

Improved investment performance using Essentia's analytics, consulting and nudges.

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.

Active managers need to start incorporating the lessons of behavioural science if they have a chance of reversing the flow of assets into passive investment vehicles. In this paper, Eric Rovick highlights some of the areas of cognitive risk evident in active investment management and provides a managerial and operational framework for addressing them.

Julian Sinclair, Talisman CIO, talks about the importance of having a feedback loop in the portfolio management process and how he’s been using Essentia’s software to refine his investment skillset.

We’re also interested in learning from how behavioral science is applied in other sectors.

In this paper, David Taudevin – a former RAF fighter pilot – provides a fascinating insight into the psychological pressures faced by military aviators. He also examines some of the behavioral and human factor initiatives being employed to optimize the flying and combat performance of today’s fast jet pilots.

Principal cognitive biases associated with financial decision-making

Whether you’re already acquainted with the principles of behavioral finance, or this is your first exposure to the topic, this white paper provides a practical reference guide to some of the behavioral biases most humans exhibit, but with a focus on those that will resonate with professional investors.

Essentia's list of the best behavioral finance books.

The team at Essentia have curated a list of the best reads on behavioral science and its application to finance and investment management. We’re constantly updating this list – if there are any titles you think should be here, please let us know. Happy reading!

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