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

Essentia Insight is designed for equity portfolio managers, discretionary traders, analysts, and anyone whose job it is to care about the quality of investment decision-making in your firm. 

The Insight service comprises both technology and human consulting, and provides a data-driven feedback loop that is proven to improve investment decision-making with no extra work for the portfolio manager.

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See how one asset manager used behavioral analytics to reduce bias and increase performance. View case study

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. Customize this analysis to answer other questions you want answering with data.  

Review Essentia’s analysis regularly with your own, dedicated Insight Partner. Our Insight Partners are ex-fund managers who can help you to cut through to the behavioral patterns that have the most impact on your performance.

Use these insights to formulate actions and process enhancements. You can also design behavioral Nudges that help you to execute on your best intentions and notify you automatically when a detrimental behavioral pattern is 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.

At a time when information is being commoditized and competition from passive is increasing, Essentia’s analysis of Portfolio Manager behavioral patterns reveals new opportunities for capturing performance alpha that are otherwise lost.

Read our latest research

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Your Essentia Insight Partner will meet with you on a regular basis and provide a tailored & confidential review of your portfolio activity as analyzed by Essentia’s AI. All our Insight Partners are former investment professionals so they understand your investment strategy and can cut to the behavioral data that matters most.    

Essentia’s Behavioral Nudges are a scientifically proven way to reinforce improvement in investment decision-making habits. They integrate seamlessly into your daily workflow and enable you to put Essentia’s insights to work quickly.  

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Who will benefit from using Essentia Insight?

Portfolio Managers and Analysts:

  • Continuously improve your investment decision-making with a data-driven feedback loop
  • Understand your unique behavioral footprint and mitigate bias
  • Articulate your investment process and prove your skill to end investors, regardless of recent performance

CIOs and Investment Oversight Teams:

  • Add a behavioral lens to your performance analysis process
  • Detect change in manager behavior before it has 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 decisions
  • Leverage data held in separately managed accounts to understand if managers are making money the way they say they do
  • Use Essentia’s behavioral analysis to improve the quality of your conversations with third party managers*

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

SS&C Advent
SS&C Eze
Enfusion Systems

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.

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Case Study: Global Equity Fund

Illustrates how Essentia’s behavioral reporting and intelligent nudges enabled one portfolio manager to mitigate bias and unlock 68bps of behavioral alpha per year.

Essentia Insight FAQ

Question not answered here?  Contact us at info@essentia-analytics.com.

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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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See Essentia Insight in action or let’s arrange a call to discuss how you can leverage behavioral analytics