Hear what leading equity managers, asset allocators and industry experts are saying about Essentia Analytics.
“When you tell your story to investors and allocators, 90% of what you’re saying is the same as everyone else. As a result, active managers — now more than ever — need to work out what differentiates them and put that front and center.
Essentia is an important partner in helping us track, develop and articulate the unique set of investment skills that we bring.”
Tim Hathaway, CFA
Co-Head of Institutional Business, Brown Advisory
“Ingraining Essentia Analytics has allowed us to continuously improve and drive better alpha for clients.”
Kristof Gleich
CIO, Harbor Capital Advisors
“Essentia’s insights have become a valuable risk management and decision-making tool, helping to generate alpha across our value-driven investment strategies.”
Paula Horn
President and Chief Investment Officer,
Brookfield’s Public Securities Group
“Data helps improve both the art and the science of investing. We use Essentia’s data-driven tools every day to continuously improve our investment decision-making.”
Vishal Gupta
Portfolio Manager, Morgan Stanley Investment Management
“It’s those simple nudges and tools that Essentia are working with that can help keep you on that path between conviction and humility, and therefore create sustainable returns.”
Oliver Collin
Co-Head of European Equities, Invesco
“In a very competitive industry, finding even small ways to improve decision-making can really drive performance. That’s why we use Essentia.”
Jonathan Good
Portfolio Manager, Baird Asset Management
“How good is our stock picking? How good is our entry and exit timing? What can we do to get even better? Essentia has really been a valuable resource in answering these questions.”
Josh Goldberg
Portfolio Manager, G2 Investment Partners
“I have been working with Clare and her team since the Fall of 2018. Essentia has become an invaluable tool to iterate improvements to my investment process.”
Greg Dean, CFA
Founder and Lead Investor, Langdon Equity Partners
“The key to my collaboration with Essentia is that they cut through the emotion and biases — our discussions and post-mortems are centered on hard and indisputable data. The ability to look at my investment process in a minute way, with literally decades of data surrounding every aspect of the process, gives me a huge potential advantage over my peers.”
Ken Stuzin, CFA
Portfolio Manager, Brown Advisory
“Essentia has given our investment professionals a self-reflection tool that works well for analytical minds. The data-driven feedback loop pulls out what’s working and what’s not in their portfolio, and helps drive meaningful conversations to maximize results for our clients.”
Amy Oldenburg
Head of Emerging Markets Equity, Morgan Stanley Investment Management
“Essentia looks at our data and says, ‘You’d get a better result by doing more of this, less of that.’ Combining a human fund manager with Essentia’s ability to contextualize data should improve results.”
James Hanbury
Fund Manager, Lancaster Investment Management
“Essentia Analytics provides the analysis of your own trades that is packed with data, tools and coaching to help you to become a more successful investor. This past year we have revamped our focus and processes around what we do best and have worked to either eliminate or improve the type of trades that have detracted from performance in the past.”
Patrick Cosgrove
Senior Director – International Portfolio Manager,
Teacher Retirement System of Texas
“Essentia helps us to understand the behavioral patterns that exist within our investment decision-making, so we can systematically and continually improve performance.”
Gunther Kramert
Portfolio Manager, Deka Investments
“Having the data to know what’s happening and to understand your investment behavior is a huge competitive advantage. Essentia does this in a unique and powerful way for anyone who has the courage to undertake the work.”
Denise Shull
Investment Performance Coach, Speaker and Author
“Winning in today’s increasingly competitive markets requires each investor and every firm to operate at their very best. Just as in the world of sports, the top competitors are always searching for ways to be even better, the best investors are all looking for ways to improve because small gains can make the difference. Essentia’s technology enables exactly that.”
Charley Ellis
Founder of Greenwich Associates
This case study illustrates how Essentia’s behavioral reporting and intelligent nudges enabled one portfolio manager to mitigate bias and unlock 68 bps of behavioral alpha per year.