Measurably-better investment decisions
The Essentia Insight service is designed for equity portfolio managers, discretionary traders, analysts, and the people who care most about helping them make the best investment decisions they can.
It’s a data-driven feedback loop, comprised of both technology and human consulting, designed to measurably improve investment decision-making without creating extra work for the portfolio manager.
How well do you know thyself ?
How Essentia Insight works
Essentia starts by taking your trade history and analyzing it for behavioral patterns – both good ones, that add value, and biases, that destroy it. We cut straight to the ones that have mattered most to performance, and discuss them with you, in a confidential setting.
Our Essentia Insight Partners are ex-fund managers – they understand the PM’s point of view like no one else can. Once you’ve seen what’s working and what’s holding you back, they can suggest Nudges to help you execute on your best intentions, going forward. And they listen for more questions you’d value answering with data, so they can come back with answers at the next quarterly session.
Nudges are personalized, automated notifications designed to mitigate behavioral bias and encourage measurably better decision-making. They’re what makes it possible for us to prove the ROI we deliver. They are entirely optional, but they have succeeded in helping our clients form better habits where journals, spreadsheets, and research management systems have failed.
While some clients prefer to start with a one-off historical analysis, most work with us on an ongoing basis, sitting down with their Essentia Insight Partner once a quarter to note progress and ask questions, and interacting with our system via Nudges in the interim.