Our consulting services

Consulting & Coaching

ESSENTIA CONSULTING

Bespoke analysis, programs and workshops to further refine your investment process and integrate behavioral science at an individual, team and organizational level.

Your investment wingman

Behavioral analytics are only useful if you can cut straight to the insights that matter, put the knowledge to work straight away, and measure progress.

That’s the role of Essentia’s Insight Partners: former portfolio managers who understand the PM’s point of view, who can appreciate the nuances that exist between investment strategies, teams and organizations, and who can guide the iterative process of using data analytics to continuously improve performance.

They’re part of the Essentia Insight service – and their sole aim is to ensure you get maximum value from working with us.

Essentia Insight Partners

Richard Baskin
Richard Baskin
Previously:

Director Equity Risk Management, Point 72 Asset Management
MD Market Risk Management, Soc Gen
PM, Sakura Global Capital

Jean-Marc Berteaux
Jean-Marc Berteaux
Previously:

Senior MD & PM, Wellington
Senior Analyst, John Hancock
Analyst & Sector PM, Fidelity

Jane Coffey
Jane Coffey
Previously:

Head of Equities, Royal London Asset Management
Head of European Equities, Sun Life of Canada
Dir of European Equities, Morley Fund Management

Matthew Dearth
Matthew Dearth
Previously:

Performance specialist, TRQ Advisors
Investment Team, Marshall Wace
Co-Head Equities Business Analysis, Goldman Sachs

David Feld
David Feld
Previously:

CIO, Cosford Capital Management
Head of Principal Trading, Standard Bank
Head of EM Debt Trading, Bank Austria

Clare Flynn Levy
Clare Flynn Levy
Previously:

CIO & L/S Equity PM, Avocet Capital
PM & Analyst, Morgan Grenfell / Deutsche

Cynthia Harrington CFA
Cynthia Harrington CFA
Previously:

CIO/PM, Harrington Capital
Founder, CFALA Applied Behavioral Finance Group
Founder/CEO, Team(You)

James Macmillan CFA
James Macmillan CFA
Previously:

PM, BlackRock
MD, Merrill Lynch IM
PM, Kuwait Investment Office

Greg Richmond
Greg Richmond
Previously:

Fixed Income PM, FP Asset Management
Equity PM, FP Asset Management
Head of UK Equities, Friends Ivory & Sime
Head of Pan-European Equities, Friends Ivory & Sime

Chris Woodcock
Chris Woodcock
Previously:

Technology analyst, GAM Investment Management
Hedge fund analyst, GAM Multi Manager
Professional football player, Newcastle United

Discover how Essentia’s behavioral data and consulting can be used to refine your existing investment process

Request more information about Essentia consulting >

ADDITIONAL CONSULTANCY PROGRAMS

THE DECISION DEEP DIVE WORKSHOP

When it comes to making really big decisions, your emotions and physiological state offer valuable information that isn’t in your Excel model.

The Decision Deep Dive Workshop is designed for senior investment decision-makers and takes your process to the next level, teaching you proven psychological techniques for enhanced decision-making.

The workshop takes the form of an immersive 2 – 4 hour session and is led by performance specialist Dr Nicholas Beecroft. Dr Beecroft has over 20 years’ experience working with the military, the NHS, McKinsey, FTSE companies, investors, CEOs, entrepreneurs, diplomats, creatives and thought leaders.

As a result of the workshop, most people find they are able to successfully resolve a major decision with high-conviction and a clear action plan. The rest gain greater clarity about the steps and conditions required to achieve a decision.

Read our interview with Dr Beecroft and see how one portfolio manager used the Decision Deep Dive Workshop to untangle mixed views and stress over an important position, leaving him with time and energy to focus on the rest of his portfolio.