Active investors use Essentia to unlock behavioral alpha®
What is behavioral alpha?
Behavioral alpha is the excess investment return that results from mitigating the cognitive biases hidden in the investor’s decision-making process.
Better Feedback, Better Performance
Essentia’s Insight Advantage service for portfolio managers combines data analytics, tailored behavioral nudges and specialist coaching to provide a powerful feedback loop for active investment decisions. The result is continuous improvement, greater process discipline and proven gains in investment performance.
New Investment Behavior Insight
With a combination of machine learning and deep domain expertise, Essentia identifies material, statistically-significant behavioral patterns in a portfolio manager’s investment activity.
Intelligent, Tailored Nudges
Essentia’s Insight Partners work with each portfolio manager to design personalized, automated nudges that flag detrimental behavioral patterns, mitigate bias and encourage decision-making discipline on an ex-ante, day-to-day basis.
Measurably Better Decisions
Insight Advantage is built to deliver better decision-making habits, a reinforced investment process and improved performance. Its clear and objective reporting can also be used to evidence a fund manager’s value-add to investors, consultants and allocators.
“Essentia has become an invaluable tool to iterate improvements to my investment process.”
Greg Dean, CFA – Founder and Lead Investor, Langdon Equity Partners
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