- Helps active equity portfolio managers measure, improve and promote their investment decision-making skill
- Provides best-in-class analytics, coaching and behavioral nudges
- Addresses growing investor demand for decision attribution analysis
- Helps asset allocators assess, compare and select equity managers based on investment decision-making skill
- Adds a decision attribution lens to manager research and due diligence
- Unlocks deeper, evidence-based conversations with managers
- Peer-reviewed methodology that measures portfolio manager skill across a range of investment decision types
- Looks beyond historical performance and mitigates the effects of luck
- Top-scoring managers are recognized in a quarterly ranking and annual award
- 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
- Unique online workshops for investment professionals and asset management teams
- Interactive sessions pinpoint the factors that impact individual and team performance
- Tools and action-based insights that integrate behavioral science into the investment process
“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