What’s in a Nudge
We examined our database of real-world portfolio manager behavior and found that managers who engage with nudges, on average, significantly outperform those who do not.
We examined our database of real-world portfolio manager behavior and found that managers who engage with nudges, on average, significantly outperform those who do not.
Academic research by shows that mindfulness reduces cognitive bias -- people are more rational when they become aware of what they don’t know, get comfortable with uncertainty, and recognize multiple perspectives. We have observed a similar effect among our clients.
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!
Working from home (WFH) looks to remain an important feature of our future lives. So, to keep you performing at your best in the New Year, we present ten tried-and-tested ideas for acing the challenges that remote working can bring.
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.
Alpha is the holy grail of active portfolio management but its source has always been elusive - until now. In their latest analysis, our research team break new ground by identifying the factors most commonly associated with alpha generation (and destruction) by equity fund managers.
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.
In judging other people’s reaction to the coronavirus, are we in danger of displaying a new kind of “coronabias”? Philip Maymin explores this and the wider implications for investor behavior in the current crisis.
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.