September 6, 2023: Essentia’s methodology for skill-based portfolio manager assessment published in the peer-reviewed Journal of Investing. Read more
Delivering Behavioral Alpha®
Essentia helps both short and long-term professional investors mitigate bias, maintain investment discipline and achieve better performance.
Who uses Essentia
PMs & Research Analysts
Use Essentia to continuously improve performance by playing to their strengths and avoiding their weaknesses.
CIOs & Investment Oversight
Use Essentia to understand the skills and biases of each member of the investment team.
Asset Allocators & Wealth Managers
Use Essentia to ensure they are getting their all-important allocation and manager selection decisions right.
Essentia provides behavioral analytics and performance consulting services on assets totaling more than $250 billion.
Proven ROI
Our analytical tools, data-driven consulting, and proactive nudges helped one senior equity manager to increase alpha and deliver a 435% return on his Essentia investment.
Institutional Investor covers Essentia’s latest research, which finds a statistically significant link between past decision-making skill and future investment returns.
Investment consultant Evan Frazier and seasoned manager selector Joe Wiggins join Essentia’s webinar series to share their favorite manager selection questions — and answers.
Essentia CEO Clare Flynn Levy explains the problem with traditional performance attribution (vs. decision attribution) in a seminar with the Portfolio Construction Forum.
Learn about Northern Trust’s (NTRS) strategic investment in Essentia Analytics.
Read the press release
The Future of Active Management
Essentia is transforming the way that professional investors measure, demonstrate and continuously improve investment performance.
Behavioral Alpha
Realize the fund performance gains available through the mitigation of cognitive bias and a deeper investment discipline.
Human + Machine
Reinforce your individual investment approach with machine learning, cutting-edge analytics and Essentia’s intelligent nudges.
Actionable Insights
Cut straight to useful information about how to maximize strengths and minimize weaknesses, and be reminded of it when it matters most.
Award-Winning Investment Analytics
Our software and services are designed by investment professionals working in collaboration with a team of world-class technologists and behavioral scientists.
Your Data Security is Our Priority
Using Amazon’s AWS cloud infrastructure, we structure our clients’ data within a high security, purpose-built architecture that has passed the industry’s most rigorous information security audits. It’s one more reason why some of the world’s largest fund management firms trust Essentia with their most sensitive information.
