Insight Enterprise brings Essentia’s industry-leading behavioral analytics capabilities to teams of equity portfolio managers.
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
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.
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.
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.
Insight Enterprise offers unprecedented visibility into where alpha is being created or destroyed — across your organization’s portfolios.
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.
“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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