A unique set of workshops for investment professionals and asset management teams.
Continuous improvement — together
Essentia Workshops are one- to three-hour in-person or virtual offsites led by credentialed experts with experience in driving improvement and change in an asset management context.
The drivers of successful decision-making
Tailored to your investment process, each workshop is an interactive session offering insights and tools for enhanced outcomes at an individual and team level:
Identify cognitive bias and learn how to mitigate the role it plays in your own investment decision-making.
Pinpoint the personality factors that impact individual and team performance.
Agree on a common language around critical decision-making factors, like investment conviction.
“I’m very keen for us to run this again for a European cohort. I thought it was one of the best courses I’ve participated in in my whole career.”
Introduction to Mitigating Behavioral Bias attendee (Head of Equity Research Product Management, major investment bank)
“Insightful and provided several new ‘tools’ I think will be additive to our investment process.”
Understanding Investment Conviction attendee (emerging markets portfolio manager)
“It was very helpful to pinpoint why I sometimes struggle to communicate effectively with certain members of my team. I’m definitely going to use the questions you gave me in my next such conversation.”
Cognitive Diversity on Your Team attendee (fintech CEO)
Who should attend an Essentia Workshop?
Portfolio managers, traders and analysts who want to integrate what they’ve read about behavioral finance into their investment process.
Investment, management and leadership teams who want to navigate change and improve cooperation and communication.
Essentia Insight users who can then integrate new behavioral insights into their Essentia nudges.
Our Workshops
Email us at [email protected] to discuss your workshop, or download a factsheet to learn more:
Practical AI for Institutional Investors
With Dr. Jie Tao
Format: Online (2 x 1.5 hour sessions)
This hands-on, virtual workshop is an opportunity for your team to take their AI use to the next level. Everyone from total beginners to daily LLM users will come away armed with:
– Heuristics for prompt-writing that deliver game-changing results
– A repeatable framework for working with AI that spans all different sorts of tasks
– Your own reusable AI Charter that will ensure the output you get is really what you want.
Download factsheet | Watch preview webinar
Mastering Our Behavioral Bias – For Investment Teams
With Clare Flynn Levy
Format: In person or online (1-2 hours)
Let’s face it, we’re human. No matter how rational we think we are, our investment decision-making skills are constantly under threat from behavioral bias, as well as from behavioral “noise” (or inconsistency). This interactive workshop helps investment teams recognize their own internal biases, conquer them and ultimately improve the quality and consistency of their investment decision-making. Download factsheet
Understanding Investment Conviction
With Denise Shull
Format: Online (3 hours)
Most investors say their investment decisions are directly affected by their level of conviction. Yet how many can articulate this sense of confidence or understand the role that emotion plays in determining it? This workshop invites active investment teams to explore and get clear on what different conviction levels mean, giving them the insights and tools required to turn conviction into alpha generation. Download factsheet | Watch preview video
Psychological Safety and Investment Teams
With Paul Richards
Format: In person or online (1-2 hours)
High levels of group psychological safety are especially important in the context of investment decision-making and overall team performance. Benefits include reduced groupthink, better adaptation to change and a stronger culture of continuous improvement. This workshop provides investment teams with practical insights to foster psychological safety and improve their decision-making process. Download factsheet