Active investors use Essentia 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
With a combination of machine learning and deep domain expertise, Essentia identifies material, statistically-significant behavioral patterns in a 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 fund 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: