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 experts in using Essentia’s proprietary analytics to identify actionable insights in your data and 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 and 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 our Insight Partners

Richard Baskin
Richard Baskin
Previously:

  • Director of Equity Risk Management, Point 72 Asset Management
  • Managing Director of Market Risk Management, Soc Gen
  • PM, Sakura Global Capital
Jean-Marc Berteaux
Jean-Marc Berteaux
Previously:

  • Senior Managing Director & 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
  • Director of European Equities, Morley Fund Management
Tim Drinkall
Tim Drinkall
Previously:

  • Founder & PM, Dauntless Management
  • Advisor to the CIO, Clear Harbor Asset Management
  • Managing Director & PM, Morgan Stanley Investment Management
  • PM, Gustavia Capital
  • Head of EMEA Research, Deutsche Bank
Richard Falle
Richard Falle
Previously:

  • Senior Equity Fund Manager, Tesco Pension Investment
  • European Fund Manager, LV Asset Management
  • Hedge Fund Manager, J O Hambro Capital Management
  • Head of European Equity Team, American Express Asset Management
Clare Flynn Levy
Clare Flynn Levy
Previously:

  • CIO & L/S Equity PM, Avocet Capital
  • PM & Analyst, Morgan Grenfell / Deutsche Asset Management
Chris Godding
Chris Godding
Previously:

  • CIO, Tilney Group
  • Partner, Rubicon Fund Management
  • CIO, Signia Wealth
  • CIO of Private Wealth EMEA, Morgan Stanley
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

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

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