Insight Pro: Upgrade Your Due Diligence Process
The second tier of Essentia Insight builds on Basic to give allocators a better understanding of the specific skills demonstrated by their current — and potential — manager partners. With Insight Pro, you’ll gain access to:
Insight Pro’s skill breakdown (bottom panel) shows where a manager is adding value (in this case, decisions around stock picking, timing and sizing) and where there’s room for improvement (scaling in/out and size adjusting strategies). The upper right quadrant of the scatter plot — furthest away from 0,0 — represents the highest value-add.
“Permissioned” Portfolios:
Evaluate the decision-making skill of any portfolio where your firm has either supplied the data (e.g., via segregated accounts) or where the manager has supplied it and given you permission to view it
Quartile Rankings Over Time:
Monitor how a manager’s Behavioral Alpha Score compares with those of relevant peers over time
Detailed Skill Metrics:
Drill down on a manager’s Behavioral Alpha Score for visibility into which types of decisions — picking, entry/exit timing, scaling in/out, sizing and size adjusting — have been adding and destroying the most value