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.
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 coronavirus pandemic poses new challenges to the way we manage ourselves and perform. We talk to seven top investment coaches about how to keep making good portfolio decisions in a disruptive and turbulent environment.