The Essential Summer Reading List
We've updated our popular guide to behavioral science literature, adding some exciting new titles, handy subject categories, and the pick of our team's favorite reads. Happy reading!
Our behavioral science reading list just got even better
We've updated our popular guide to behavioral science literature, adding some exciting new titles, handy subject categories, and the pick of our team's favorite reads. Happy reading!
Measurably Better – A New Behavioral Analytics Case Study
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
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.
What We’re Reading – Updated!
We've updated our popular guide to behavioral science literature, The Essentia Reading List. One of our most downloaded white papers, this comprehensive list includes must-read behavioral classics and some exciting new titles.
The Half-Full Glass: Active Managers CAN Outperform Index Funds, Net of Fees
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 Consequences of Normalized Deviance
Ignoring standard procedure can be disastrous in complex, dynamic sectors like aviation and finance. Clare Flynn Levy considers the presence of normalized deviance in asset management and provides a list of steps to identify and overcome the ways it may already be affecting your investment team.
Our New Analysis Demonstrates Alpha Lifecycle
We have long suspected that alpha, a key measure of an investment manager's added value, has a finite life span and often tends to decay over time. Our new research proves it, bringing new insights into the nature of alpha and how portfolio managers can act to sustain it.
Top 10 Online Shopping Nudges
As we approach the festive season, rest assured that online retailers such as Amazon are enthusiastically waiting to help us make those important gift decisions. Here is a list of the top 10 behavioral nudges and techniques they will use to help us fill our shopping carts.
Santa’s Top 10 Gifts for Behavioral Improvement
This year, give the gift of self-improvement. Here are the big man's best ideas for getting family, friends and colleagues into new and better habits.