Essentia Insight Enterprise

Essentia Insight Enterprise

Insight Enterprise brings Essentia’s industry-leading behavioral analytics capabilities to teams of equity portfolio managers.

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Designed to meet the needs of organizations with five or more equity strategies, Insight Enterprise combines direct access to Essentia Insight’s full suite of powerful behavioral analytics with an attractive multi-portfolio pricing model.

Analytical flexibility and depth – across your organization

Portfolio managers can personalize the coaching and behavioral nudges they receive

Individual portfolio managers benefit from Essentia Insight’s full range of behavioral analytics capabilities, and can choose from a menu of personalized nudges and one-to-one coaching.

Risk & analytics teams can answer the questions that matter most

In-house analytics teams are empowered to answer the questions that matter most, with drill-down access to Insight’s best-in-class portfolio manager analytics.

Portfolio manager and team assessment using Essentia Insight

Investment leaders gain the industry’s best portfolio manager assessment and optimization capabilities, priced at a significant per-portfolio discount to Essentia’s standalone Insight service.

Enterprise pricing = greater ROI

Insight Enterprise clients enjoy Essentia’s industry-leading capabilities at a significantly lower cost per portfolio. In addition to these economies of scale, portfolio managers choose the coaching and nudging features they prefer, without paying for the services they don’t use.

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Insight Enterprise offers unprecedented visibility into where alpha is being created or destroyed — across your organization’s portfolios.

Essentia Insight Enterprise FAQ

Question not answered here?  Contact us at [email protected].

Think of Enterprise as our flagship Insight offering specially packaged — and priced — for multiple-portfolio situations. In addition to a significant savings on a per-portfolio basis, the Enterprise platform offers direct access to our industry-leading analytics engine, and lets portfolio managers select which features they use on an a la carte basis. Whereas Insight is geared for portfolio managers, analysts and CIOs looking to analyze and optimize a single portfolio, Insight Enterprise is meant for CIOs, CEOs, Heads of Equity, Heads of Risk, and other senior leaders with responsibility or oversight for multiple portfolios.

Table comparing Essentia Insight with Insight Enterprise

Enabling the release of Insight Enterprise is i20, an all-new version of our award-winning behavioral analytics engine. Among other enhancements, i20 features extensive new reporting and dashboard capabilities, and allows Enterprise administrator-level users to access analytics and reporting on any or all of the portfolios on the account platform, right from their desktop.

Enterprise is priced for multiple portfolios and enjoys economies of scale, so the price per portfolio is significantly less than our standalone Insight service. In addition, the premium coaching and nudging features of Insight are available to Enterprise users on an a la carte, per-portfolio basis, so clients only pay for the features their portfolio managers actually use. For a detailed estimate on an Enterprise solution for your investment team, please contact us and we’ll follow up.

Please download our Insight Enterprise factsheet — or if you’d like us to contact you to discuss this live, please let us know and we’ll follow up.

“Essentia is an important partner in helping us to track, develop and articulate the unique set of investment skills that we bring.”

Tim Hathaway, CFA – Head of U.S. Institutional Business, Brown Advisory

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Download an introduction to Essentia Insight Enterprise: