It’s the standard for reporting, but when it comes to identifying actual decision-making skill — whether you’re a portfolio manager or an allocator of capital — performance attribution leaves a lot to be desired. But there’s an alternative: decision attribution.
New assessment shows sharp increase in active portfolio managers who added value through their decision-making.
In today’s market environment, investors are seeking openness and a thoughtful plan for future improvement — not past perfection.
How do you show investors your prudence and discipline in managing their capital when your performance-based metrics don’t tell a great story?
These five equity portfolio managers demonstrated exceptional skill in a challenging year.
When the market tide goes out, investment managers must rely on true investment skill, rather than general buoyancy, to keep them afloat. The question is (and has always been) how.
Payoff: The investment skill metric that separates the best investors from the rest.
Active managers are still very much at play in today’s market, and recent findings show that the skilled ones can outperform their indexes.
It’s time to consider the quality of a portfolio manager’s decisions — not just near-term performance.
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.
