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 Consequences of Normalized Deviance

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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

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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.

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