Insight Advantage: Unlock Unprecedented Visibility
Available only to allocators with segregated accounts who are able to supply daily holdings data on underlying managers, Essentia’s flagship Insight tier goes beyond Basic and Pro to provide allocators with unmatched clarity into managers’ investment processes: the patterns of their decision-making behavior, and the impact of those patterns on your portfolio.
Whether you’re making a critical manager selection decision or looking to help your existing managers improve their own decision-making on an ongoing basis, Insight Advantage’s best-in-class analytics unlock far deeper, evidence-based conversations.
Essentia’s AI-enabled analysis yields insights that are unique, actionable and profitable. This Insight Advantage report illustrates an equity manager’s alpha-destroying exit timing patterns and where they can improve.
Here are five questions that allocators should be asking to understand whether a manager is a truly skilled decision-maker. Read more
A Comprehensive Behavioral Lens for Manager Research
In the search for asset managers who can produce sustainable alpha, the lack of visibility into managers’ investment decision-making skill and behavior can be frustrating. Traditional quantitative measures of manager skill are performance-based and not actually predictive, and qualitative research can be biased by the story-telling ability of the manager.
You want to see data evidence that the manager practices what they preach throughout the investment process. It’s a matter of making the best decisions you can on behalf of your own investors.
Insight Advantage helps asset owners and allocators answer questions like:
- Does this manager make money the way they claim they do?
- Are they truly skilled, or mostly lucky?
- How has their skill evolved over time?
- Which types of decisions does this manager make well … and poorly?
- Is a recent change in performance due to a change in behavior?
- How do this manager’s skills compare to others with whom we’ve allocated?
Award-Winning Behavioral Analytics for Allocators
Peer Benchmarking
- Visualize the differences — beyond their stated strategies and objectives — in how your managers run money
- Quantify your managers’ decision-making efficacy
- Compare portfolio manager skill by style, market cap and geographical focus
In-Depth Historical Analyses
- Gain unrivaled clarity into manager decision-making skill and performance through 50+ analyses and backtests of investment performance and decision-making skill
- Attend briefing sessions with Essentia Insight Partners that highlight manager strengths and weaknesses with supporting data
Behavioral Alpha Reports
- Receive quarterly summary reports for understanding and monitoring manager investment skill and behavior over time
- Tailor the parameters for each portfolio to ensure the insights resonate with that manager
- Include only the metrics that matter to you
Your Essentia Insight Partner — a former portfolio manager in their own right — will meet with your team on a regular or ad-hoc basis and provide a tailored and confidential review of your managers’ portfolio activity as analyzed by Insight Advantage. This data-driven review cycle is an invaluable tool for fostering authentic, transparent relationships with manager partners and demonstrating your own duty of care to investors.
Download an overview of Insight Advantage for Allocators: