14 Nov 2024 | Essentia Analytics
Our portfolio manager assessment identifies the top five investment decision-makers, while powerful new insights emerge from our analysis.
1 Nov 2024 | CFA Institute
Essentia CEO Clare Flynn Levy appears on the CFA Institute’s Enterprising Investor Podcast to discuss the relationship between decision-making and investment returns
15 Aug 2024 | Essentia Analytics
Our portfolio manager assessment identifies the top five investment decision-makers.
8 Aug 2024 | Standard Deviations Podcast
Dr. Daniel Crosby interviews Essentia CEO Clare Flynn Levy about the predictive power of Essentia’s new research, which finds a statistically significant link between past decision-making skill and future investment returns.
25 Jul 2024 | CFA Institute
Investment managers are being caught off guard by tougher questions from an increasingly sophisticated allocator market. Are you prepared for your next beauty parade?
9 May 2024 | Essentia Analytics
For fifth straight quarter, majority of portfolio managers add value compared to their benchmarks.
1 May 2024 | Essentia Analytics
Industry veteran teams with leading decision analytics firm as asset managers and allocators embrace its innovative approach.
12 Apr 2024 | Investor Strategy News
Historical investment skill means managers might have better odds of outperforming in the future, according to new research from Essentia Analytics that chips away at the conventional wisdom of manager selection.
11 Apr 2024 | Essentia Analytics
New research uncovers statistically significant connection between past decision-making skill and future relative portfolio returns.
11 Apr 2024 | Essentia Analytics
Peer benchmarking app compares active investors based on decision-making skill, not just past performance.
10 Apr 2024 | Institutional Investor
Essentia Analytics has found a link between a manager’s past skilled investment decisions — not performance — and higher relative returns in the future.
28 Feb 2024 | Compounders Podcast
Ben Claremon of the Compounders Podcast welcomes Essentia CEO Clare Flynn Levy to discuss how decision attribution analytics help portfolio managers and allocators improve their decision-making — and how managers can use these analytics to better market themselves.
13 Feb 2024 | Essentia Analytics
New Top 5 announced in industry’s leading skill-based portfolio manager ranking.
29 Nov 2023 | The Inside Adviser
Teams from Pzena and Invesco scored highly against the Northern Trust-backed Essentia Analytics’ Behavioral Alpha Benchmark, a system designed to differentiate between luck and true investment nous.
14 Nov 2023 | Essentia Analytics
Top portfolio managers extend win streak, consistent with new research into the persistence of investment skill.
3 Nov 2023 | Northern Trust
Through its collaboration with Essentia Analytics, Northern Trust offers asset managers a behavioral analytics solution that enriches the investment process and enables faster, smarter investment decisions.
10 Oct 2023 | Institutional Investor
There may be a better answer than past performance to the central riddle of active management — how to identify managers who have the skills to outperform in the future.
6 Sep 2023 | The Journal of Investing
Now published in the peer-reviewed Journal of Investing, Essentia’s research explains the methodology behind the Behavioral Alpha Benchmark, a groundbreaking tool that looks beyond historical returns — and the effects of luck — to measure portfolio manager decision-making skill.
5 Sep 2023 | WatersTechnology
Essentia Founder & CEO Clare Flynn Levy sits down with WatersTechnology to discuss how behavioral analytics is changing the rules of manager assessment.
17 Aug 2023 | Validea
Essentia CEO Clare Flynn Levy joins the Excess Returns podcast to share how active fund managers can add value with their decision-making and avoid the alpha-destroying mistakes managers typically make.
9 Aug 2023 | Essentia Analytics
Latest results suggest that portfolio manager investment skill persists over time.
20 Jul 2023 | Great Place to Work
Essentia has been recognized as one of the UK’s Best Workplaces™ for Women.
19 Jun 2023 | CAIA Association
Active portfolio managers are still very much at play in today’s market, and recent findings show that skilled ones can outperform their indexes.
03 May 2023 | Citywire Australia
Compared to traditional performance attribution, decision attribution — a subset of behavioral analytics — gives much better insight into a fund manager’s ability to succeed in the future, argues Essentia CEO Clare Flynn Levy.
26 Apr 2023 | Great Place to Work
Essentia has once again been certified as one of the UK’s Best Workplaces™.
11 Apr 2023 | Decision Nerds
How do we give feedback to investment decision-makers and ultimately change their unproductive behavior? Essentia CEO Clare Flynn Levy shares her perspective on the new Decision Nerds podcast.
29 Mar 2023 | Hambro Perks
Hambro Perks, a UK-based venture firm, has provided £3M of venture debt to Essentia Analytics, an award-winning B2B SaaS provider of behavioral data analytics and consulting for professional investors. London-based Mountside Ventures advised on the deal.
21 Mar 2023 | Investments & Wealth Institute
Clare Flynn Levy, the founder and CEO of Essentia Analytics, joins the Investments & Wealth Institute’s Exceptional Advisor podcast to share how advisors can mitigate their own behavioral biases — and the behavioral biases of their clients.
2 Mar 2023 | Essentia Analytics
Leader in behavioral analytics for professional investors meets stringent compliance framework and security standards.
8 Feb 2023 | Markets Media
Essentia Analytics has announced the winners of the 2022 Behavioral Alpha Award, a unique assessment that ranks portfolio managers based on their demonstrated investment skill, rather than their recent past performance.
7 Feb 2023 | Institutional Investor
There are a few new faces in the industry’s first ranking of equity portfolio managers that analyzes returns based on investment decisions — and separates out the role of luck.
7 Feb 2023 | Essentia Analytics
Innovative assessment ranks portfolio managers based on decision-making skill, not past performance.
31 Jan 2023 | CFA Institute
A portfolio manager’s job is to make decisions — all day, every day. But which of their decisions are helping and which are hurting performance? Which types of decisions are they truly skilled at making? Until recently, these questions were nearly impossible to answer. Enter decision attribution analysis.
31 Jan 2023 | Northern Trust
As asset allocators become increasingly involved in the investment process, they’re looking to asset managers to answer questions about their investment decision-making and explain performance. Northern Trust’s Paul Fahey and Essentia’s Clare Flynn Levy discuss how Essentia’s technology helps managers understand, articulate, and improve their investment decisions.
16 Dec 2022 | Markets Media
Marc Mallett, global head of Whole Office Strategy at Northern Trust, describes how Essentia’s behavioral analytics help front offices make better investment decisions.
21 Nov 2022 | CFA Institute
“You only need one or two good stocks a decade,” Peter Lynch once said. Yet too often payoff is overlooked as a means of evaluating investment managers’ decision making. Essentia CEO Clare Flynn Levy delves deeper with insights from a new Essentia Analytics study.
17 Nov 2022 | Northern Trust
Whether you’re an asset owner or asset manager, leveraging new tools and engaging with behavioral analytics is more important than ever. Those who choose to ignore this shift could fall victim to it, and those who embrace it may gain a competitive edge in the battle for alpha.
1 Nov 2022 | The Journal of Investing
Essentia’s research appears in the October 2022 issue of the peer-reviewed Journal of Investing and examines the alpha lifecycle — from early accumulation to eventual decay, in most cases — and uncovers important characteristics that all fund managers and asset allocators should be aware of.
27 Oct 2022 | Enfusion
Enfusion’s Peter Salvage and Essentia’s Clare Flynn Levy discuss how portfolio managers are using behavioral science to generate and preserve alpha in times of extreme market volatility.
26 Sep 2022 | Northern Trust
Northern Trust’s Stephanie Farrell, Equity Data Science’s Greg McCall, and Essentia’s Clare Flynn Levy explore technologies that offer asset managers a feedback loop to improve decisions throughout the entire trade lifecycle.
15 Sep 2022 | Institutional Investor
Knowing whether a portfolio manager generated double-digit returns because they were unusually brilliant — rather than simply lucky — could change how investors and allocators select managers for their capital. Essentia’s groundbreaking Behavioral Alpha Benchmark sheds light on this very question.
15 Sep 2022 | Essentia Analytics
Morgan Stanley Investment Management, Carmignac, Baird, Invesco among the top equity portfolios revealed in a new skills-based analysis.
15 Aug 2022 | PathWise
Essentia CEO Clare Flynn Levy talks with J.R. Lowry, Founder of PathWise and Global COO at Janus Henderson, about how fund managers can improve their investment decision-making skills with data analytics and machine learning.
24 Jun 2022 | The Happy Investor Podcast
Marcel van de Hoef of The Happy Investor Podcast speaks with Essentia CEO Clare Flynn Levy about the concept of feedback loops: how they work, why you need them, and how they can help you become a better, happier investor.
13 Jun 2022 | S3 AIR Summit
Essentia CEO Clare Flynn Levy joins Equity Data Science’s Greg McCall, OpenFin’s Chuck Doerr, and AlphaSense’s Matt Angrist to discuss how investment data science and technology can derive, develop, and preserve alpha.
6 Jun 2022 | The Decision Lab Podcast
Dr. Brooke Struck, Research Director at The Decision Lab, speaks with Essentia CEO Clare Flynn Levy about the types of biases that influence investment decision-making and the evolution of behavioral interventions that seek to address them.
29 May 2022 | The Disciplined Investor Podcast
Essentia Analytics CEO Clare Flynn Levy sits down with Andrew Horowitz to discuss how portfolio managers can prioritize their process and manage their mental game in times of extreme market volatility.
24 May 2022 | Northern Trust
Essentia CEO Clare Flynn Levy joins Northern Trust’s Gary Paulin and Equity Data Science’s Greg McCall to discuss why data analysis to optimize the investment decision making process is more accessible and cost-effective than many asset managers realize.
5 May 2022 | The Decision Lab
Essentia Research Analyst Eva McCarthy provides an overview of the behavioral biases found in the active management industry and how investors can implore tools to mitigate their biases.
27 Apr 2022 | Essentia Analytics
Essentia Analytics has been certified as one of the UK’s Best Workplaces™ for 2022.
5 Apr 2022 | The TRADE News
Predictions of the death of anything tend to be wrong. The most skilled – and the most adaptive – active managers won’t just survive in this market, they will thrive.
3 Mar 2022 | CFA Institute
The term “quantamental” may have inspired more eye rolls than embraces in the market, but like it or not, even the most stubborn fundamental investors are becoming quantamental.
25 Jan 2022 | Institutional Investor
Human bias in investment decisions has long eroded alpha. Finally, new analytical capabilities can quantify this factor and give institutional investors powerful performance advantages.
15 Oct 2021 | WatersTechnology
Northern Trust has invested in three firms this year, including Essentia Analytics, which now sit in its investment data science division as part of its Whole Office strategy. (Subscription required to read full article.)
21 Sep 2021 | Press Release
Northern Trust (Nasdaq: NTRS) has reached an agreement to take an equity stake in Essentia Analytics, Ltd., a leading provider of behavioral analytics and consulting services.
16 Sep 2021 | Investors’ Chronicle
Investors’ Chronicle’s Algy Hall discusses how how the “pursuit of serenity” can help portfolio managers generate alpha, citing mindfulness research conducted by Essentia’s Philip Maymin.
12 May 2021 | Institutional Investor
Institutional Investor explains Essentia’s new research showing the strong correlation between nudge engagement and portfolio performance.
31 Mar 2021 | Essentia Analytics
Essentia Analytics today announced the launch of a unique set of workshops for investment professionals focusing on mitigating bias, improving decision making, and enhancing outcomes.
30 Mar 2021 | WatersTechnology
The buy side is an unforgiving environment, something Clare Flynn Levy, recipient of the WatersTech’s technology innovator of the year (vendor) category, understands from personal experience.
5 Mar 2021 | Essentia Analytics
Clare Flynn Levy has today been named the ‘Tech Innovator of the Year’ by WatersTechnology in this year’s annual Women in Technology & Data awards.
9 Feb 2021 | Institutional Investor
With the help of Essentia, NN Investment Partners analyzed and tweaked the behavior of portfolio managers to outperform while other value strategies struggled. Julie Segal of Institutional Investor finds out more.
2 Feb 2021 | CFA Netherlands VBA
Robert Davis, Senior Portfolio Manager at NN Investment Partners, explains the role played by Essentia’s behavioral analytics in helping his team to mitigate behavioral bias and successfully weather the value investing bull market.
6 Jan 2021 | Portfolio Adviser
Essentia CEO, Clare Flynn Levy talks to Kristen McGachey about how about how behavioral analytics can help portfolio managers improve their decision making and drive Behavioral Alpha.
14 Dec 2020 | Waters Technology
Regardless of fund type, portfolio managers can analyze their trade data and behavior to make improvements. Wei-Shen Wong from Waters Technology finds out more.
1 Dec 2020 | Worth
Clare Flynn Levy, founder and CEO of Essentia Analytics, discusses how COVID is taking Essentia from a nice-to-have product for asset managers to a must-have.
2 Nov 2020 | Medium
Zoe Featherstone, President of the Behavioural Innovations Team at UCL, explores the growing recognition of behavioral science by active managers, and the “behavioral alpha” advantage it offers them over their passive fund competitors.
21 Oct 2020 | Wealth Briefing
Harnessing insights from behavioral finance, and drawing ideas from sports and other fields, Essentia is a transatlantic consultancy & analytics firm that argues that it is possible to delve into what produces consistent market-beating returns.
21 Oct 2020 | Investment Week
“People say that fund managers are unable to outperform net of fees. In our view, that is not true.” Essentia’s Clare Flynn Levy talks to Lauren Mason about how managers can mitigate bias and improve decision-making.
9 Sep 2020 | Waters Wavelength Podcast
9 Sep 2020 | Take 15 Podcast
2 Sep 2020 | Waters Technology
Wei-Shen Wong learns more about Multi-Portfolio Views – an enhancement to the Insight Enterprise platform that enables PMs to benchmark themselves against their internal peers (expected launch Q4 2020).
5 Aug 2020 | Institutional Asset Manager
Essentia expands its behavioral analytics service with Insight Enterprise – a new offering for teams of active equity managers.
4 Aug 2020 | Essentia Analytics
Insight Enterprise brings the power of Essentia’s behavioral analytics to teams of equity portfolio managers, with a price structure that significantly reduces the per-portfolio cost.
24 Jul 2020 | Markets Media
New research by Essentia identifies how managers could have saved an average of 94 basis points of performance per year by selling stocks earlier.
16 Jul 2020 | Investors Chronicle
5 Jun 2020 | Wall Street Lab Podcast
15 May 2020 | Essentia Analytics
ISO certification recognizes Essentia’s compliance with the strictest standards of information security and an ongoing dedication to data protection excellence for its clients.
13 May 2020 | UBS Capital Consulting
Essentia CEO Clare Flynn Levy and investment coach Denise Shull host a conference call to discuss best-practice for good decision-making in turbulent times, and the psychology that can derail us.
12 May 2020 | Financial News
Essentia CEO, Clare Flynn Levy, speaks to Financial News about the benefits to portfolio managers of working from home.
22 Apr 2020 | Investment & Pensions Europe
Dr Philip Maymin, an Essentia Insight Partner, discusses “coronabias” and its implications for investor behavior.
8 Apr 2020 | Markets Media
Essentia CEO, Clare Flynn Levy, talks to Shanny Basar about behavioral analytics and how new data-driven insights are helping portfolio managers to uncover previously hidden sources of return.
3 Mar 2020 | Essentia Analytics
Essentia continues to expand its roster of tech talent with the appointment to its board of entrepreneur and B2B expert Martin Fincham.
5 Feb 2020 | Professional Adviser
John Husselbee, Head of Multi-Asset at Liontrust, argues that active managers need to raise their game and realize the kind of behavioral alpha opportunities quantified in recent research by Essentia.
25 Jan 2020 | The Disciplined Investor Podcast
Host Andrew Horowitz talks to Clare Flynn Levy, Essentia CEO, about new best practice for achieving alpha, and how behavioral nudges and self-awareness can improve our investment habits.
9 Jan 2020 | Aite Group
Aite cites Essentia and predicts that “Behavioral analytics become mainstream for investment management” as buy-side firms step up to address underlying challenges.
12 Nov 2019 | Hedgeweek
Active fund managers could preserve more than 1.2 per cent per year, net-of-fees, of outperformance versus passive index funds, according to Essentia Analytics’ latest report.
12 Nov 2019 | Investment Week
A new study published by Essentia Analytics, The Half-Full Glass, has found that active fund managers could outperform passive index funds by more than net 1.2 percentage points.
11 Nov 2019 | Wealth Professional
Leo Almazora reports on a new research paper from Essentia which finds that stock-pickers are undermining themselves with a basic behavioral mistake.
8 Nov 2019 | Institutional Investor
Essentia’s new research paper, The Half-Full Glass, finds that if active managers had the discipline to avoid clinging to their positions for too long, they could easily beat index funds.
8 Nov 2019 | Institutional Investor
Julie Segal explores how behavioral analytics can help active investors from repeatedly making the same mistakes.
30 Oct 2019 | Essentia Analytics
For the third year running, Essentia Analytics will host Behavioral Alpha New York (BA19 NY), the leading conference dedicated to the application of behavioral science to investment decision-making.
3 Oct 2019 | Waters Technology
Emilia David explores how buy-side firms are turning to behavioral analytics and new sources of data to counter the threat from fee compression and passive strategies.
19 Sep 2019 | CFA Society
Clare Flynn Levy, Essentia CEO, joins a panel of world-renowned experts on trading psychology to discuss the most common features of investor behavior and what we can glean from the latest scientific research.
28 Aug 2019 | Real Vision
Rick Bensignor joins Brett Whysel and Clare Flynn Levy, Essentia CEO, to discuss how cognitive bias can destroy alpha and the ways that awareness and analysis can help mitigate that destruction.
21 Jul 2019 | The Disciplined Investor Podcast
Podcast host Andrew Horowitz talks to Clare Flynn Levy, Essentia CEO, about the importance of tracking investment behavior and why investors – just like elite athletes – need a data-driven feedback loop to improve.
18 Jul 2019 | Investors Chronicle
Deputy Editor Rosie Carr talks to Clare Flynn Levy, Essentia CEO, about the alpha lifecycle and how investors need to be disciplined about their exit timing or risk losing all the value they’ve built up.
12 Jul 2019 | Wall Street Journal
Jason Zweig looks at new research from Essentia which shows how the endowment effect can lead active managers to damage alpha and hold positions well past their peak.
5 Jul 2019 | FundForum
Essentia CEO Clare Flynn Levy discusses the future of asset management at FundForum International 2019 in Copenhagen.
28 Jun 2019 | Investment Week
Clare Flynn Levy, CEO of Essentia Analytics, explains why the Neil Woodford saga is not about transparency; it is more to do with unchecked behavioral biases.
12 Jun 2019 | Business Insider
Meghan Morris profiles Essentia Analytics – a startup founded by a former hedge fund manager that gives traders as much performance feedback as athletes so they can make better decisions.
6 Jun 2019 | City A.M.
“To assess any fund manager based only on a recent historical snapshot is outdated thinking, to put it mildly.” Read Clare Flynn Levy’s letter to the editor on the Woodford fund saga.
4 Jun 2019 | Funds Europe
Nicholas Pratt talks to Chris Woodcock, Essentia Head of Research and Product, about the growing use of behavioral science in the funds industry and its potential role as the savior of active management.
23 May 2019 | The Research Puzzle
Tom Brakke attends Behavioral Alpha 2019 and the CFA Institute Annual Conference in London and finds new opportunities for process and performance improvement in asset management.
17 May 2019 | Bloomberg Opinion
New research presented at the Behavioral Alpha conference reveals how cognitive bias can impact investment choices and lead to identifiable alpha generation lifecycles.
10 May 2019 | Standard Deviations Podcast
Dr. Daniel Crosby talks to Clare Flynn Levy about the most common behavioral patterns she sees among fund managers, and why she believes the future is still bright for active management.
11 Apr 2019 | Ignites Europe
Anne Devine talks to Jo Holden, Mercer UK CIO, and Clare Flynn Levy, Essentia CEO, about how applied AI can improve performance in the investment advisor industry.
26 Mar 2019 | The Irish Times
Proinsias O’Mahony discusses the revelation that fund manager behavior can change significantly after a winning or losing streak. Download the research referenced in the article.
7 Mar 2019 | Essentia Analytics
We’re growing! Robin’s appointment will help Essentia to engage fully with the increasing number of asset managers that want to adopt behavioral data analytics.
5 Mar 2019 | the csuite podcast
Essentia CEO Clare Flynn Levy is interviewed in a new discussion on the impact of machine learning and behavioral analytics on asset management. Clare begins at 26:30.
25 Feb 2019 | Essentia Analytics
As Essentia continues to grow and attract new clients, we’re delighted to announce the appointment of our first CMO.
23 Jan 2019 | Curzio Research
PODCAST – Frank Curzio discusses the new generation of behavioral data and how it’s being used by portfolio managers to understand and improve their investment performance.
23 Jan 2019 | Calculus Capital
Calculus invests in Essentia, enabling the leading provider of behavioral analytics to further develop its service, and scale its client base of fund managers around the world.
21 Nov 2018 | Essentia Analytics
Essentia’s technology recognized for helping to improve investment decision-making at inaugural event in London.
20 Nov 2018 | Financial Times
Robin Wigglesworth reports on how active managers are augmenting their expertise through the strategic adoption of automation, algorithms and big data.
16 Nov 2018 | Allianz Global Investors
Photos and highlights from the Allianz AI hackathon – held November 13-15 and focused on the application of AI to the active investment process.
12 Nov 2018 | Institutional Investor
A new research paper from Essentia, Holding the Line, finds that performance streaks, both winning and losing, change fund managers’ behavior.
12 Nov 2018 | Essentia Analytics
Analysis across 10-years of equity portfolio manager trading activity finds that half of PMs behave differently when on a ‘streak’.
15 Oct 2018 | The Reformed Broker
10 Oct 2018 | Essentia Analytics
Essentia Analytics one of five financial technology businesses selected to take part in the UK Investment Association’s new Velocity Fintech Accelerator Program.
17 Sep 2018 | Brummel Magazine
Clare Flynn Levy named as one of the City’s 30 most inspiring women, bringing new ways of thinking and working to the financial services industry.
30 May 2018 | Essentia Analytics
Eze’s Investment Suite software now interfaces seamlessly with Essentia and its range of behavioral analytics and intelligent nudges.
20 Apr 2018 | PWC
Essentia one of nine innovative B2B scale-ups chosen for PWC’s first Series A Accelerator program.
12 Apr 2018 | The Wall Street Lab
Former portfolio manager and Essentia Insight Partner, Jane Coffey, discusses change in the fund management industry and gives advice to people looking to enter the industry.
11 Mar 2018 | Capital Allocators
PODCAST – Ted Seides talks to Clare Flynn Levy and Cameron Hight, both former portfolio managers, about the use of modern data analytics to enhance investment results.
21 Feb 2018 | Tomorrow Augmented
Michael Kollo of AXA Investment Management and Clare Flynn Levy discuss quantimental analytics and how the fund management sector is embracing artificial intelligence.
Improving Performance by Reducing Behavioral Bias
8 Feb 2018 | FundSeeder
Essentia CEO, Clare Flynn Levy, speaks at FundSeeder’s first ever Virtual Trader Summit. Access recordings of all the presentations via the link below.
20 Dec 2017 | PI World
25 Sep 2017 | CFA Institute
Investment thought leader and Essentia Insight Partner, Cynthia Harrington, reviews the growing reach of AI but predicts that the real winners will be those who learn to combine the new technology with human judgement.
29 Aug 2017 | Ignites Europe
Siobhan Riding talks to investment and technology experts about the skills fund managers can develop now to ensure their value in a more technology-centric future.
31 May 2017 | FT Ignites
13 Apr 2017 | BBC Radio 4 – Today
Radio 4’s flagship news program talks to Clare Flynn Levy and Paras Anand (Fidelity International) about the importance of the fintech community to the UK economy.
11 Apr 2017 | Ignites Europe
What will an asset management look like in 10 years from now? Investment experts discuss the likely roles to be played by data, AI and robotics in a consolidating industry.
5 Apr 2017 | Ignites Europe
Axa’s COO Joseph Pinto discusses how Axa IM is using Essentia to give its managers valuable insights and the analytics to make better decisions.
15 Mar 2017 | Fund Strategy
As human active managers come under increasing pressure to justify the value they add, Sam Shaw surveys the growing role played by data and behavioral science.
1 Dec 2016 | Innovate Finance
Innovate Finance, representative body for the UK’s global fintech community, selects Clare Flynn Levy for its Women in Finance 2016 Powerlist.
29 Nov 2016 | HFM Week
Essentia recognized as one of Europe’s leading IT and software providers serving the hedge fund sector.
18 Nov 2016 | The Asian Entrepreneur
Marion Neubronner talks to Clare Fynn Levy about building a software business and how her own experience as a fund manager gives Essentia an intrinsic competitive advantage.
15 Nov 2016 | Euromoney
Peter Lee explores how, by identifying and managing unconscious behavioral biases, Essentia Analytics is helping portfolio managers make more money for their clients.
2 Nov 2016 | Financial Times
Essentia recognized by the Financial Times as one of five fintech companies with the ability to bring lasting change to the financial services sector.
26 Oct 2016 | Hedge Fund Insight
Drawing on Essentia’s work with portfolio managers, Clare Flynn Levy, Essentia CEO, presents five simple but effective techniques to reinforce the scientific rigor of your daily investment decision-making.
21 Jul 2016 | Hedge Magazine
Peter Lee explores how, by identifying and managing unconscious behavioral biases, Essentia Analytics is helping portfolio managers make more money for their clients.
14 Jul 2016 | Hedge Funds Club
Essentia CEO, Clare Flynn Levy, explains how her experiences as a fund manager inspired the development of a specialist feedback loop for professional investors.
7 Jul 2016 | Ignites Europe
Robert Van Egghen reports on the growing number of asset managers using Essentia’s behavioral analytics to track and improve the performance of their fund managers.
15 Jun 2016 | Crowdfunders
As Essentia launches a fundraising round on Syndicate Room, Ed Bowsher finds out about the rationale and growing market for Essentia’s behavioral analytics.
7 Jun 2016 | Funds Europe
Active management knows that change is needed if it’s going to survive and prosper. But what approach should its new internal innovation teams take to succeed?
18 May 2016 | The ReThink Group
Research reveals that writing about a trading mistake in an investment journal like Essentia Note is an effective way to reduce stress and improve attention in subsequent challenges.
3 Mar 2016 | Wall Street Letter
In this article, Trading Behaviors, Clare Flynn Levy discusses the growing influence of cognitive science and the applied approach that’s necessary if we want to shift our more entrenched investment habits.
16 Feb 2016 | Huffington Post
Clare Flynn Levy talks about entrepreneurship, building a startup culture and why the smartest move is sometimes to ask for help.
8 Oct 2015 | FStech
Clare Flynn Levy talks to Kate O’Flaherty about overcoming the obstacles to VC financing that can exist for female FinTech entrepreneurs.
3 Sep 2015 | Raconteur
Charles Orton-Jones surveys the uptake of wearables technology and what it already means for a growing number of fund managers and traders.
11 Aug 2015 | Absolute Return
Based on the Essentia white paper, The Human in the Loop, this article explores the surprising parallels between the two professions.
13 May 2015 | Journal of Applied IT
Feature (with worked examples) by Clare Flynn Levy and Eric Rovick showing how behavioural science and data are coming together to help active management confront its demons.
30 Sep 2015 | CXO Corner
The Journal of Applied IT interviews Clare Flynn Levy and finds out how cognitive science is being combined with advanced technology to create a new type of investment feedback loop.
5 May 2015 | The Times
US Business Editor, Alexandra Frean, looks at how active managers are using Essentia to integrate behavioural finance into their everyday investment workflows.
22 Apr 2015 | The Guardian
In recognition of its achievements in the first 18 months of growth, Essentia is named a Guardian Startup of the Year 2014.
7 Apr 2015 | Barron’s
Barron’s Penta Daily explores how family offices are now using Essentia to hone process and increase performance on behalf of their clients.
28 Mar 2015 | CIO Review
Essentia recognized for its success in delivering cloud-based software that uses behavioral analytics to help professional investors make more skilled investment decisions.
13 Mar 2015 | Innovate Finance Global Summit Interview
5 Feb 2015 | Mayor of London Export Programme
Essentia Analytics has been selected by Boris Johnson, the Mayor of London, to join his FinTech delegation to New York and Boston from 9-14 February 2015.
2 Feb 2015 | FinTechCity
Essentia Analytics chosen as one of top ten European FinTechs startups to watch.
31 Jan 2015 | The Telegraph
Rebecca Burns-Callander finds out how our physical and mental state impact investment decision-making and how Essentia is using technology to leverage the best of human intelligence.
30 Jan 2015 | Finextra
Elizabeth Lumley, in the first of her Women in FinTech series, talks to Clare Flynn Levy about entrepreneurship and the pace of fintech disruption within asset management.
Could Behavioral Finance Save Active Fund Managers?
28 Jan 2015 | MIT Technology Review
As active investing loses ground to passive instruments, MIT looks at how cognitive science and new technology is being used strategically by fund managers to formulate a response.
23 Jan 2015 | The Hedge Fund Journal
Essentia wins Best Performance Data Analytics Award at the 2015 Hedge Fund Journal Awards
23 Jan 2015 | London Entrepreneurship Review
How does behavioural science combined with data turn finance into a science? A revolution in financial descision-making is underway and Essentia Analytics is leading the way, writes Linda Unugboke.
16 Jan 2015 | Business Insider
Essentia Analytics named as one of Europe’s 15 most innovative FinTech startups.
Buy-Side Technology Awards 2014: Winners’ Circle – Essentia Analytics
26 Nov 2014 | Waters Technology Magazine
Victor Anderson, editor of Waters magazine and WatersTechnology, interviews Clare Flynn Levy after Essentia wins the Buy-Side Data Analytics Award.
7 Nov 2014 | Waters Technology Magazine
Essentia’s behavioral software for professional investors wins Waters 2014 Technology Award for Best Buy-Side Data Analytics.
Inspirational Women 2014: Entrepreneurs
26 Sep 2014 | Brummel Magazine
Clare Flynn Levy’s pioneering work in helping fund managers make better decisions wins her recognition as one of the most inspiring female entrepreneurs working in the City.
23 Jun 2014 | Financial News
Clare Flynn Levy recognized as one of Europe’s most influential financial technology innovators.
30 Apr 2014 | ThinkAdvisor
Savita Iyer-Ahrestani finds out how Essentia software is helping fund managers to measure and maximize their investment skill.
Fintech Focus: Essentia Analytics
17 Apr 2014 | The Tally
After a difficult year for hedge funds, The Tally looks at Essentia, the fintech startup that’s helping them regain their performance mojo.
14 Apr 2014 | CFA Institute
Jason Voss explores how new technology is allowing portfolio managers to hone skill and apply the lessons of cognitive science to their everyday investment activity.
10 Apr 2014 | eFinancial Careers
“The fund management industry is changing, and it’s only now that firms are waking up to the need to consistently coach their investment staff.”
15 Mar 2014 | Bloomberg Markets
A new crop of software companies has sprung up to provide “moneyball” stats that can help investors and their coaches uncover hidden strengths and weaknesses.
