• Demonstrate and improve your investment skill with Insight’s data-driven feedback loop
  • Best-in-class behavioral analytics, coaching and nudges designed by fund managers, for fund managers
  • Play to your strengths and avoid your weaknesses
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  • Designed for teams of five or more equity strategies
  • Enhanced access to Essentia Insight’s powerful analytics
  • A la carte access to personal coaching and nudges
  • Flexible pricing model offers significant per-portfolio savings
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  • Bespoke behavioral analysis delivered by former PMs who understand your process
  • Data-driven feedback based on Essentia’s industry-leading analytics
  • Solutions tailored to your unique strategies, requirements and perspectives
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  • Personalized notifications highly tailored to your own investment process and the criteria you find most useful.
  • Nudges take no more than a minute or two, and are designed to fit seamlessly into your existing process.
  • The hub of a feedback loop that delivers continuous improvement
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  • Unique online workshops for investment professionals and asset management teams
  • Pinpoint the factors that impact individual and team performance
  • Tools and action-based insights that integrate behavioral science into the investment process
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“Essentia has given our investment professionals a self-reflection tool that works well for analytical minds. The data-driven feedback loop pulls out what’s working and what’s not in their portfolio, and helps drive meaningful conversations to maximize results for our clients.”

Amy Oldenberg
MD, Morgan Stanley Investment Management

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