Consulting & Coaching

Consulting & Coaching 2017-09-25T13:24:07+00:00

Essentia Consulting

Data-driven coaching, 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 Senior Consultants: 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.

Our Senior Consultants

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

Michael Falk CFA
Michael Falk CFA
Previously:
Investment Process Specialist, Focus Consulting Group
Chief Investment Strategist, Mauka Capital LLC
Founder, MSF Asset Consulting

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

Refine your investment process using behavioral data.

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Turn good into great with coaching

Essentia clients who wish to dig deeper into the psychology of investing will benefit from working with one of our Coaching Partners. These seasoned specialists have been carefully vetted and offer a variety of different approaches to helping investors excel. What they all have in common is an appreciation for the role that data plays in delivering coaching results.

Our coaching partners

ADDITIONAL CONSULTANCY PROGRAMS

Bespoke Analysis

Your data. Our insight.

Whether you’re looking to prove your skill to investors, get a one-off look at what’s working and what isn’t, or to answer specific questions, Essentia’s dedicated research team can apply our platform to your data, and meet your bespoke needs, faster and more marketably than in-house efforts.

Workshops & Webinars

Win hearts and minds.

  • Know Thyself to Improve Performance – A workshop in Applied Behavioral Finance, led by Dr. Michal Paserman, Professor of Finance, Webster University, Geneva
  • Bias-Mitigation Steps for Your Investment Process – An Essentia-led workshop providing practical, actionable ideas for reducing the impact of bias in day-to-day workflow
  • Bespoke Topics – Help with winning investment team hearts and minds for in-house analysis, and client-specific subject matter

TAPx Market Intuition

Assess intuitive potential.

Intuition still matters – and now you can test for it. The TAPx Market Intuition Test measures the potential for market intuition in traders and portfolio managers, based on open-ended, highly realistic questions.

Unlike personality profiling tests which often fail to correlate with market skill, TAPx is designed specifically for the purpose of assessing cognitive empathy – a mental facility shown in brain research to underlie the ability to correctly predict price movement.

Developed by the ReThink Group, TAPx synthesizes the recent academic literature from Cal Tech, Harvard and Stanford on trader intuition into an opportunity to identify exceptional market talent.

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