Essentia Blog

Views on cognitive science, intelligent data, and investment performance

Essentia Blog 2017-09-12T13:56:23+00:00

What the fund manager said to the allocator

November 28th, 2017|

Despite a growing recognition of behavioral alpha, it's clear there are plenty of asset allocators who are still using a traditional framework to identify skilled managers. In the following email exchange, a fund manager challenges this status quo, advocating a new approach which recognises the value of human and data-driven decision-making combined.

The numbers behind the score

July 23rd, 2017|

If you watched Wimbledon this year, you'll know that data-driven insights and analysis are fast becoming part of the tennis landscape. Guest blogger John Quartararo takes a closer look at the ways the world's best tennis players and their coaches are using technology to improve performance, and considers how it applies to the investment world.

Investment Management and AI: More partnership than takeover

June 5th, 2017|

Artificial intelligence is not yet capable of replacing human fund managers altogether, but a new categorisation of AI - augmented intelligence - is fast becoming the secret weapon of enlightened human portfolio managers. We explore how they're doing it, and why the rest of the industry must follow suit as a matter of survival.

What we’re reading

September 1st, 2016|

By popular demand and after lots of great suggestions from you, we've updated the Essentia Recommended Reading List (one of our most downloaded white papers). Check out the additions to one of the best surveys of behavioral titles available.

Will google eat your lunch?

December 16th, 2015|

Speculation is increasing about Google’s ambitions in the asset management space. In this article, Eric Rovick argues that the real threat is not Google’s technology, but its culture and a willingness to focus on process and behavior. Today’s asset managers would do well to learn from this approach as more new entrants enter the market.

Would Jesse Livermore have used Essentia?

July 3rd, 2014|

Jesse Livermore was the legendary investor represented in the investment classic, Reminiscences of a Stock Operator. We explore his early role in documenting the emotions that impacted his investment decision-making, and reflect on how behavioral finance is part of a long-term quest by investors to understand the true drivers of their performance.

Managing emotions in investment decision making

November 11th, 2013|

Dr. Mark Fenton-O’Creevy and David Jones of IG Index show how academia and professional investing actually agree on the importance of managing your emotions in the course of investment decision making. They’re focused on “trading” here, but their points are no less relevant to fund managers – it’s worth a watch.

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