News and Resources

Media coverage and white papers for download

News & Resources 2017-09-27T15:07:09+00:00

Press & Media

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.

Go to article

Ignites Europe

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.

Go to article

Radio 4

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.

Go to recording

Ignites Europe

11 Apr 2017  |  Ignites Europe

What will an asset management look like 10 years from now? Investment experts discuss the likely roles to be played by data, AI and robotics in a consolidating industry.

Go to article

Ignites Europe

5 Apr 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.

Go to article

White Papers & Research

Case Study: Delivering Behavioral Alpha

This case study illustrates how Essentia Insight’s behavioral reporting and intelligent nudges enabled a fund manager to tackle cognitive bias, improve fund performance, and generate a 20x return on his initial $50k software investment.

Can Traditional Active Management Be Saved?

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.

Case study: Talisman Global Asset Management

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.

The Human in the Loop

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.

Behavioral Finance, Applied: The Professional Investor’s Primer

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.

The Essentia Recommended Reading List

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!

Receive Essentia updates

Stay up to date with behavioral technology in active management.