Can Traditional Active Fund Management Be Saved?
Active managers need to start incorporating the lessons of behavioral science if they have a chance of reversing the flow of assets into passive investment vehicles.
The Essential Summer Reading List
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!
Our behavioral science reading list just got even better
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!
Measurably Better – A New Behavioral Analytics Case Study
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.
7 Tips for Decision-Making Resilience in a COVID-19 World
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.
What We’re Reading – Updated!
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.
Essentia’s 12 Quotes of Christmas
Το celebrate this year’s holiday season, here are 12 pieces of timeless wisdom for your investment decision-making in 2020 and beyond.
The Half-Full Glass: Active Managers CAN Outperform Index Funds, Net of Fees
In a supplement to our Alpha Lifecycle research, we find that disciplined active managers who are able to exit positions at or near the peak of their alpha curve can preserve more than 120 bps outperformance (net of fees), per year, vs index funds.
The Consequences of Normalized Deviance
Ignoring standard procedure can be disastrous in complex, dynamic sectors like aviation and finance. Clare Flynn Levy considers the presence of normalized deviance in asset management and provides a list of steps to identify and overcome the ways it may already be affecting your investment team.
Don’t Ride a Falling Star
How did the Neil Woodford fund saga become so dramatic - and so destructive? Clare Flynn levy looks beyond traditional risk attribution and style-drift warning signals to explore how unchecked biases brought down this star manager.