The award-winning behavioral analytics service that answers the questions which matter most about how you make your best (and worst) 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.

Measurably-better investment decisions

Essentia Insight starts by taking your trade history and analyzing it for behavioral patterns – the good ones that add value, and the biases that destroy it. This reporting is enriched by our cutting-edge research into manager behavior and those questions you’d value answering with data. 

Review this analysis regularly with your Essentia Insight Partner. Our Insight partners are ex-fund managers who – through this tailored and confidential review – can help you to cut through to the behavioral patterns that have the most impact on your performance, and help you formulate actions and process enhancements. 

Your Insight Partner can also suggest specially designed Nudges to help you execute on your best intentions, going forward. These personalized, automated notifications are designed to mitigate behavioral bias and encourage measurably better decision-making. Receive ongoing nudges to tee-up decisions that need making, or to remind you when a detrimental behavioral pattern may be re-emerging.

Insight’s actionable data and proactive nudges help you do more of what you’re good at – and less of what you’re not.

Who will benefit from using Essentia Insight?

Portfolio Managers and Analysts:

  • Continuously improve performance by using a data-driven feedback loop in your decision-making
  • Articulate your investment process and prove your skill and discipline to end investors, regardless of recent performance

CIOs and Investment Oversight Teams:

  • Add a behavioral lens to your performance analysis process
  • Detect changes in manager behavior before they have a lasting impact on the portfolio
  • Arm yourself with better information about where each member of your investment team adds value and how you can unlock more

Asset Allocators & Wealth Managers:

  • Reflect on, and improve your behavior around asset allocation decision-making
  • Leverage data held in separately managed accounts to understand whether managers are making money the way they say they do
  • Improve the quality of your conversations with third party managers by working from Essentia’s behavioral analysis*

*  If the manager is supplying the data for our analysis, the manager gets to see the analysis, too – for free!

Essentia has ready-built interfaces with a growing number of leading OMS, PMS and IBOR providers, streamlining the data onboarding and maintenance process and minimizing (or eliminating) the effort required from the investment manager’s data team.

SS&C Advent
SS&C Eze
Enfusion Systems
Image of an Essentia case study cover

Case Study: Talisman Global Asset Management

See in practice how Essentia Insight integrates with the investment workflow and helps improve daily decision-making performance.

Essentia Insight FAQ

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The Insight service doesn’t come cheap, but it’s been proven to deliver an average of 70bps in improved performance per annum, so the ROI is massive. The service starts at $80k per year, depending on the number of portfolios involved.

Insight currently handles equity and equity-like instruments (ETFs, CFDs with an equity underlying). We’re in the process of adding analysis of other instruments – if you’re interested in helping us prioritize which come first, let us know.

You supply the historical and daily trade and holdings data, via CSV file, and if you’re a relative return manager, the index data, too. We supply the price and reference data, courtesy of Factset. Essentia has a tried-and-tested process for making the data upload process simple to establish and automate, and our dedicated Data Onboarding Team is there to help, every step of the way.

No. Our clients are typically investors, rather than traders – many with very long term horizons. Because our analytics are flexible, they can be calibrated to reflect the uniqueness of your investment strategy and the time frame you are using to measure success.

These nudges are entirely optional, but they have succeeded in helping our clients form better habits where journals, spreadsheets, and research management systems have failed.

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