Measurably Better – A New Behavioral Analytics Case Study

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Our latest case study shows how the managers of a concentrated, low turnover equity fund were able to unlock over 4% of incremental alpha per year by using Essentia’s behavioral analysis, tailored nudges and expert coaching.

5 Ways to Stick to Your Investment Process

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In difficult market conditions, it’s critical that active investors adhere to their established investment processes. Here are five simple but effective actions that can be used to support and strengthen daily decision-making discipline.

The Half-Full Glass: Active Managers CAN Outperform Index Funds, Net of Fees

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In a supplement to our Alpha Lifecycle research, we find that disciplined active managers who are able to exit positions at or near the peak of their alpha curve can preserve more than 120 bps outperformance (net of fees), per year, vs index funds.

The right way for investors to use machine learning

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Fund managers need to think outside the machine learning "black box" if they want to get the most from this powerful advance in analytical capability. Market data is simply too complex and noisy for the kind of predictive big data being used in other sectors.