Essentia Insight

  • Demonstrate and improve your investment skill with Insight’s data-driven feedback loop
  • Behavioral analytics and nudges designed by fund managers, for fund managers
  • Play to your strengths and avoid your weaknesses

Essentia Note

  • A ‘starter’ version of Essentia for emerging managers and funds without historical data
  • Use nudges to help you capture analyzable data about your investment process
  • Prove your skill and demonstrate continuous improvement to investors

Consulting Services

  • Bespoke behavioral analysis delivered by former PMs who understand your process
  • Data-driven feedback using insights from Essentia software
  • Programs and workshops to refine your investment process and integrate behavioral science

“I am convinced that industry trends increasingly require that investment managers have to justify the value they add and the investment skill they have, and Essentia’s software and services can now make this possible.”

Peter Clarke, Former CEO, Man Group and Essentia Advisory Board

Peter Clarke
Former CEO, Man Group plc