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.

Essentia Nudges: Simplicity

In-house analytics teams are empowered to answer the questions that matter most, with drill-down access to Essentia 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.

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Episode Impact and Weight Analysis

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 Insight Enterprise as our flagship Insight offering, but specially priced to scale and provide significant savings for multiple-portfolio situations. Whereas Insight is geared toward 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.

Insight Insight Enterprise Insight for Allocators
Who it’s for: Portfolio managers and analysts CIOs, investment team leaders and risk/analytics teams Asset owners, allocators and wealth managers
How it’s used: To understand and continuously improve investment decision-making performance To understand, evaluate and track decision-making performance across multiple portfolios To assess, compare, select and monitor the managers with whom they invest

Insight Enterprise is priced for multiple portfolios and enjoys economies of scale, so the price per portfolio is significantly less than our standalone Insight service. For a detailed estimate on an enterprise solution for your investment team, please contact us and we’ll follow up.

Please download our Essentia Insight 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 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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