Insight Advantage: Generate Behavioral Alpha
Essentia’s flagship Insight Advantage tier helps unlock the behavioral alpha — the excess return that results from mitigating one’s own biases — hidden in your decision-making process.
Advantage is a full suite of best-in-class decision analytics: everything from Basic and Pro, plus over 50 analyses and backtests that have been road-tested with portfolio managers around the world for over a decade.
For those who want to continuously improve, our optional coaching and behavioral nudges have been proven to enhance investment decision-making. Managers who engage with nudges outperform managers who don’t by 160 bps per year, on average.
Essentia’s analysis of real-world data shows a clear correlation between nudge engagement and portfolio performance. Read more
Measurably Better Investment Decisions
Insight Advantage runs your historical trade and behavioral data through our industry-leading analytics engine. Our proprietary algorithms use AI to detect behavioral patterns — the good ones that contribute to alpha, and the poor ones that destroy it.
This analysis can be regularly reviewed with your dedicated Essentia Insight Partner, a former fund manager who can help you distill the data to reveal the behavioral patterns that have the biggest impact on your performance.
These insights are used to formulate process enhancements going forward. A key aspect of this feedback loop is Essentia nudges, which digitize the investment journaling process and automatically notify you — ex-ante — when a critical decision point is approaching or a detrimental behavioral pattern may be emerging.
Insight Advantage’s actionable data and proactive nudges help you do more of what you’re good at — and less of what you’re not.
Your Essentia Insight Partner will meet with you on a regular basis and provide a tailored and confidential review of your portfolio activity as analyzed by Insight Advantage. This data-driven review cycle is an invaluable tool to enable continuous improvement in your decision-making process.
All of our Insight Partners are former portfolio managers who understand your investment strategy and can cut to the key points that matter most to you.
Nudges are a scientifically proven way to reinforce improvement in investment decision-making habits. They integrate seamlessly into your daily workflow and enable you to put the data insights you glean from Essentia to work quickly and consistently, while at the same time capturing richer contextual data for future analysis.
See how one fund manager used Insight Advantage to reduce bias and increase performance. View case study
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