Essentia helps active investors to unlock behavioral alpha.
Better Feedback, Better Performance
Essentia combines data analytics and specialist behavioral coaching to provide a powerful feedback loop for active investment decisions. The result is continuous improvement, greater process discipline and proven gains in investment performance.
New Investment Behavior Insight
Using machine learning combined with deep domain expertise, Essentia's technology rapidly identifies precise, statistically-significant behavioral patterns within a given portfolio manager's investment activity.
Intelligent, Tailored Nudges
Essentia’s Insight Partners work with each portfolio manager to design personalized, automated nudges that flag detrimental behavioral patterns, mitigate bias and encourage decision-making discipline on ex-ante, day-to-day basis.
Measurably Better Decisions
The Essentia service is built to deliver better decision-making habits, a reinforced investment process and improved performance. Also, its clear and objective reporting can be used to evidence a manager's value-add to clients and fund allocators.
“Essentia has become an invaluable tool to iterate improvements to my investment process.”
Greg Dean, CFA – Principal and Portfolio Manager, Cambridge Global Asset Management
Download an introduction to Essentia’s analytics and services: