A key element of the Essentia Insight service, our Insight Partners ensure you get the maximum value from working with us.

Picture of an Essentia Insight Partner working with a portfolio manager

Our Insight Partners are expert in using Essentia’s proprietary analytics to identify actionable insights in your data, and to validate the hunches you’ve had about what works for you and what doesn’t. They meet with you regularly to help you interpret our data analytics and manage an ongoing action plan.

Because they are all ex-fund managers, they understand a PM’s perspective and the myriad nuances of effective portfolio management — and are uniquely qualified to guide the iterative process of using data analytics to continuously improve performance.

The role of your Insight Partner

Interfaces on your behalf with Essentia’s research & data teams to ensure that our customizable analytics measure the behavioral patterns most relevant to your investment strategy.

On a regular basis, provides you with a tailored and confidential review of Essentia’s findings, with data-driven insights into the best ways to optimize your investment decision-making.

Works with you to design intelligent nudges that put our actionable insights to work so you can unlock your behavioral alpha and drive sustainable increases in investment peformance.

Meet out 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

John Flinn
John Flinn
Previously:

Co-Lead Analyst, Wedge Capital Management
Senior Investment Analyst, Northern Trust
VP Equity Analysis, Credit Suisse

Clare Flynn Levy
Clare Flynn Levy
Previously:

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

James Macmillan CFA
James Macmillan CFA
Previously:

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

Philip Maymin
Philip Maymin
Previously:

PM and Founder, Maymin Capital Management
PM, Ellington Management Group
Strategist, Long-Term Capital Management
Professor, New York University and University of Bridgeport

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

Explore how the Essentia Insight service can integrate behavioral science & data into your decision making process