Q1 2026 Behavioral Alpha Benchmark Ranking: Skill at the Top
6 May 2026 | Essentia Analytics
Invesco leads the latest three-year ranking for the second consecutive quarter, as active managers continue to face a challenging environment.
The Winning Habits, Strategies, and Mindsets of the World’s Best Investors
11 Feb 2026 | Essentia Analytics
Pan Macmillan’s business imprint Harriman House announces the March 3 publication of Stock Market Maestros, by bestselling author Lee Freeman-Shor and Essentia CEO Clare Flynn Levy.
A Tale of Two Firms: The Behavioral Alpha Benchmark Ranking
11 Feb 2026 | Essentia Analytics
Among our largest-ever universe of portfolios, managers from Franklin Templeton and Invesco stand out in our three-year ranking.
Q3 2025 Behavioral Alpha Benchmark Ranking: From Selection to Execution
12 Nov 2025 | Essentia Analytics
This quarter’s results show a shift in the drivers of decision-making skill, from stock selection toward capital-allocation and timing decisions.
Active Managers Are Adding Value: Our Q2 2025 Behavioral Alpha Benchmark Ranking
6 Aug 2025 | Essentia Analytics
Reversing a downward trend, active equity manager decision-making added value in the three years ending 30 June 2025.
The Scarce Commodity of Active Management Skill
2 Jun 2025 | Essentia Analytics
Active management skill remains elusive but it can be identified by means of effective analytics, with common attributes such as trading skill and concentrated portfolios. IPE interviews Essentia CEO Clare Flynn Levy.
Skill Under Pressure: Our Q1 2025 Behavioral Alpha Benchmark Ranking
8 May 2025 | Essentia Analytics
Median decision-making scores decline in our new ranking, which looks at the three years ended March 31 — but skilled managers continue to stand out.
Essentia Announces Q4 2024 Behavioral Alpha Benchmark Ranking
19 Feb 2025 | Essentia Analytics
Our 36-month analysis finds strength in small caps, declining hit rates, and a new leader in our ranking.
Morningstar And Essentia Analytics Announce Strategic Alliance
31 January 2025 | Essentia Analytics
Fund research giant Morningstar will incorporate Essentia’s Behavioral Alpha Score — a unique measure of investment decision-making — into its flagship Direct platform.
Essentia Announces Q3 2024 Behavioral Alpha Benchmark Ranking
14 Nov 2024 | Essentia Analytics
As decision-making scores extend a multi-quarter decline, skilled managers continue to stand out for their consistent performance.
Measuring Decision-Making Skill in Investing
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
Essentia Announces Q2 2024 Behavioral Alpha Benchmark Ranking
15 Aug 2024 | Essentia Analytics
Our portfolio manager assessment identifies the top five investment decision-makers.
Good Behavior, Good Returns?
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.
Investment Manager Selection Is Hotting Up. Are You Ready for the Tough Questions?
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?
Essentia Announces Q1 2024 Behavioral Alpha Benchmark Ranking
9 May 2024 | Essentia Analytics
For fifth straight quarter, majority of portfolio managers add value compared to their benchmarks.
Essentia Analytics Partners With Andrew Tuttle as Global Lead Client Strategist
1 May 2024 | Essentia Analytics
Industry veteran teams with leading decision analytics firm as asset managers and allocators embrace its innovative approach.
Past Performance Doesn’t Equal Future Returns, Past Skill Might
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.
Essentia Analytics Study Finds Link Between Decision-Making and Investment Returns
11 Apr 2024 | Essentia Analytics
New research uncovers statistically significant connection between past decision-making skill and future relative portfolio returns.
Essentia Analytics Launches Innovative Tool for Assessing Portfolio Manager Skill
11 Apr 2024 | Essentia Analytics
Peer benchmarking app compares active investors based on decision-making skill, not just past performance.
Institutional****Investor
There Is a Relationship Between Past Success and Future Returns After All
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.
Assessing Manager Skill and Behavioral Alpha
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.
Essentia Announces 2023 Behavioral Alpha Award Winners
13 Feb 2024 | Essentia Analytics
New Top 5 announced in industry’s leading skill-based portfolio manager ranking.
Pzena, Invesco Managers Top New Investment Skill Benchmark
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.
Essentia Announces Q3 2023 Behavioral Alpha Benchmark Ranking
14 Nov 2023 | Essentia Analytics
Top portfolio managers extend win streak, consistent with new research into the persistence of investment skill.
Data Driven Investment Process Key to Achieving Alpha
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.
Institutional****Investor
There’s No GPS for Outperforming Managers. But This Can Get Investors Closer.
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.
The Behavioral Alpha Benchmark: Assessing Active Portfolio Managers Based on Skill, Not Past Performance
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.
Behavioral Analytics: The Data Trend That Has Asset Managers Looking Inward
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.
Read more (subscription required)
Lessons from Evaluating Investment Managers
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.
Essentia Announces Q2 2023 Behavioral Alpha Benchmark Ranking
9 Aug 2023 | Essentia Analytics
Latest results suggest that portfolio manager investment skill persists over time.
Essentia Analytics Named One of the UK’s Best Workplaces™ for Women
20 Jul 2023 | Great Place to Work
Essentia has been recognized as one of the UK’s Best Workplaces™ for Women.
The Behavioral Alpha Benchmark and the Active-Passive Debate
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.
Returns Poor Guide to Investment Skill: Analytics Expert
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.
Essentia Analytics Recognized as One of the UK’s Best Workplaces™
26 Apr 2023 | Great Place to Work
Essentia has once again been certified as one of the UK’s Best Workplaces™.
Lessons From the Fund Manager Whisperer — Getting People to Listen and Change
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.
Essentia Analytics Completes Raise with Hambro Perks’ New Venture Debt Fund
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.
How Advisors Can Mitigate Behavioral Biases
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.
Essentia Announces SOC 2 Type 2 Certification
2 Mar 2023 | Essentia Analytics
Leader in behavioral analytics for professional investors meets stringent compliance framework and security standards.
The 2022 Behavioral Alpha Award: Winners & Highlights
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.
Institutional****Investor
These Managers Have Real Skill — Not Just Luck
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.
Essentia Analytics Announces 2022 Behavioral Alpha® Award Winners
7 Feb 2023 | Essentia Analytics
Innovative assessment ranks portfolio managers based on decision-making skill, not past performance.
Decision Attribution: Portfolio Manager Skill vs. 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.
Faster Forward: Behavioral Analytics to Drive Alpha
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.
Outsourcing Evolves to Help Front Office 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.
Manager Selection: The Power of Payoff
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.
Data Science Levels the Playing Field for Asset Owners in the Battle for Alpha
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.
The Alpha Life Cycle: New Insight Into Investment Alpha and How Portfolio Managers Can Sustain It
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.
Webcast: Optimize Portfolio Decision-Making Through Market Volatility and Uncertainty
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.
Transforming Trade Data Analysis to Find Alpha
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.
Institutional****Investor
Were Those Great Returns the\ \ Result of Skill — or Just Luck?
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.
Essentia’s Behavioral Alpha® Benchmark Assesses Portfolio Managers Based on Decision-Making Skill, Not Past Performance
15 Sep 2022 | Essentia Analytics
Morgan Stanley Investment Management, Carmignac, Baird, Invesco among the top equity portfolios revealed in a new skills-based analysis.
Bringing Moneyball Techniques to the World of Investment Management
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.
How Finding Your Added Value Makes You a Better (and Happier) Investor
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.
Leveraging Data and Technology to Create Investment Alpha
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.
The Behavioral Biases Behind Our Investments
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.
Prioritize the Process
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.
Optimizing Investment Decisions with Data Science
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.
The Behavioral Frontier of Active Investment Management
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.
Essentia Analytics Named One of UK’s Best Workplaces™ Second Year In A Row
27 Apr 2022 | Essentia Analytics
Essentia Analytics has been certified as one of the UK’s Best Workplaces™ for 2022.
Predicting the Fall of Active Investing in Volatile Markets is a Fool’s Game
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.
Bridging the Fundamental – Quant Divide
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.
Institutional****Investor
Tapping the Power of Advanced Behavioral Analytics to Generate Alpha
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.
Northern Trust Focuses on Alpha Generation with Recent Investments, Partnerships
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.)
Northern Trust Makes Strategic Investment in Essentia Analytics
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.
Ideas Farm: Zen and the Art of 10-Fold Returns
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.
Institutional****Investor
Keeping Active Managers From Underperforming May Be This Simple
12 May 2021 | Institutional Investor
Institutional Investor explains Essentia’s new research showing the strong correlation between nudge engagement and portfolio performance.
Essentia Analytics Launches Interactive Workshops to Introduce Behavioral Finance Tools to Investment Teams
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.
WatersTechnology Profiles Essentia Founder and CEO Clare Flynn Levy
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.
Clare Flynn Levy, Essentia CEO & Founder, Wins Waters Tech Innovator of the Year Award
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.
Institutional****Investor
How One Value Manager Survived the 13-Year Bear Market
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.
A Value Manager’s Perspective: How Adaptiveness Helped Us Survive the Value Bear
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.
Clare Flynn Levy: We Should Not be Surprised Active Managers are Failing to Outperform
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.
Case Studies: Two Hedge Funds Incorporate Behavioral Analytics to Optimize Performance
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.
The Investment Service Using AI to Help Fund Managers Make More Lucrative Decisions
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.
The Intelligent Future of Active Fund Management: A UCL BIT seminar
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.
Tracking Investors’ Dance Moves to Deliver More Alpha
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.
Essentia Analytics’ Flynn Levy: Solving the Active Management Paradox for Good
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.
Wavelength Podcast Ep. 211: Using Behavioral Analytics
9 Sep 2020 | Waters Wavelength Podcast
Wei-Shen Wong, Asia Editor, and Anthony Malakian, Editor-in-Chief of WatersTechnology, talk to Essentia CEO Clare Flynn Levy about the growing use of behavioral analytics in the buy-side investment process.
Data Analytics and Improving Investor Behavior
9 Sep 2020 | Take 15 Podcast
In this CFA Institute podcast, Lauren Foster talks to Clare Flynn Levy, founder & CEO of Essentia Analytics, about common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience.
Essentia Analytics Measures PM Performance Against Peers With New Tool
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).
Essentia Analytics Delivers Behavioural Analytics to Investment Teams
5 Aug 2020 | Institutional Asset Manager
Essentia expands its behavioral analytics service with Insight Enterprise – a new offering for teams of active equity managers.
Essentia Analytics Launches Insight Enterprise to Deliver Behavioral Analytics to Investment Teams
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.
Essentia Analytics Data Shows Where Alpha Is Lost And Found
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.
Tame Your Brain
16 Jul 2020 | Investors Chronicle
What can investors do to overcome common behavioral mistakes? Algy Hall talks to Clare Flynn Levy, Essentia CEO, about ways to beat the biases that can ruin investment returns.
Using Data to Preserve Alpha as a Fund Manager
5 Jun 2020 | Wall Street Lab Podcast
Essentia CEO Clare Flynn Levy speaks to the Wall Street Lab podcast about how portfolio managers can use data analytics to make better investment decisions.
Clare Flynn Levy, Essentia CEO, Discusses Fund Managers Under Lockdown and Essentia’s Own Remote Working Initiatives
27 May 2020 | Fintech Focus TV
Essentia Receives ISO 27001: 2013 Certification from The International Organization for Standardization (ISO)
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.
Keep Calm and Carry On
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.
Are Investors Now Playing With Home Advantage?
12 May 2020 | Financial News
Essentia CEO, Clare Flynn Levy, speaks to Financial News about the benefits to portfolio managers of working from home.
Viewpoint: Coronabias and the Fat Tail
22 Apr 2020 | Investment & Pensions Europe
Dr Philip Maymin, an Essentia Insight Partner, discusses “coronabias” and its implications for investor behavior.
Essentia Analytics Unearths Behavioural Alpha
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.
SaaS Industry Veteran Martin Fincham Joins Board of Essentia Analytics
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.
John Husselbee: Why Active Managers Need to Dismiss Biases to Generate Alpha
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.
Alpha Quest
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.
Top 10 Trends in Institutional Securities & Investments
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.
New Study Suggests That Fund Managers Can Outperform Index Funds
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.
Active Managers Have ‘Window of Opportunity’ to Outperform Passives
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.
Are Active Managers Wasting Their Alpha Advantage?
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.
Institutional****Investor
Active Equity Managers Actually Do Generate Alpha. Here’s How They Squander It.
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.
Institutional****Investor
“I Sell My Winners Too Early and Hold Losers.”
8 Nov 2019 | Institutional Investor
Julie Segal explores how behavioral analytics can help active investors from repeatedly making the same mistakes.
Essentia Analytics Hosts Behavioral Alpha-New York 2019
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.
Embracing the Numbers: Analytics to Improve Trader Performance
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.
Trading Psychology: Using Self-Awareness to Improve Your Investment Process
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.
Behavioral Finance: Building a Competitive Advantage
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.
Fix that Alpha Leak
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.
Shares With Sell-By Dates
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.
The Only Thing the Smart Money Is Smart About
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.
The Top Trends That Will Impact Asset Management in the Future
5 Jul 2019 | FundForum
Essentia CEO Clare Flynn Levy discusses the future of asset management at FundForum International 2019 in Copenhagen.
Know Your Biases: Don’t Catch a Falling Star
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.
Essentia – The Inside Story
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.
Time Off for Good Behaviour?
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.
Behavioural Science: Model Behaviour
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.
Mind the Gaps
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.
Want a Bigger Bonus? Don’t Be a Hopeless Romantic
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.
Improving Decisions with Behavioral Science
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.
Mercer Aims to Explore Predictive Power of AI
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.
Nervy Fund Managers Don’t Heed Kipling’s Advice
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.
Essentia Analytics Hires Robin Strong as Global Head of Sales
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.
Fintech Interactive Forum – The Rise of the Machines
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.
Essentia Analytics Appoints Doug Dundas as Chief Marketing Officer
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.
How Behavioral Analytics Can Make You a Better Investor
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.
Calculus Capital Invests £2.5m in Essentia Analytics
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.
Essentia Wins Investor De-Biasing Category at Allianz AI Hackathon
21 Nov 2018 | Essentia Analytics
Essentia’s technology recognized for helping to improve investment decision-making at inaugural event in London.
The Rise of ‘Quantamental’ Investing: Where Man and Machine Meet
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.
Active Is: Embracing the potential of AI
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.
Institutional****Investor
Avoid Portfolio Managers Who Are on a Streak — Whether Hot or Cold
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.
New Study Into the Impact of Winning and Losing Streaks
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’.
The Company That Saves Portfolio Managers From Themselves
15 Oct 2018 | The Reformed Broker
Sign up for more news about behavioral analysis in fund management.
Essentia Chosen for Velocity Fintech Accelerator
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.
Inspirational Women: City Pioneers
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.
For Users of Eze Software, Managing Cognitive Bias Just Got Easier
30 May 2018 | Essentia Analytics
Eze’s Investment Suite software now interfaces seamlessly with Essentia and its range of behavioral analytics and intelligent nudges.
Essentia Selected for PWC’s Raise Accelerator Program
20 Apr 2018 | PWC
Essentia one of nine innovative B2B scale-ups chosen for PWC’s first Series A Accelerator program.
Financial Careers, Asset Management and Behavioral Finance
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.
Moneyball for Managers
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.
Fintech in Five
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.
Why MiFID 2 Is An Opportunity for Fund Managers
14 Feb 2018 | Fund Forum
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.
Behavioural Investing – An Interview With Clare Flynn Levy
20 Dec 2017 | PI World
Artificial Intelligence: Fusing Technology and Human Judgment?
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.
Five Skills to Robot Proof Your Career
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.
Managing Money Using Behavioral Feedback Loops
31 May 2017 | FT Ignites
See video fullscreen and transcript
The Importance of the UK Fintech Sector
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.
Are Portfolio Managers an Endangered Species?
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.
Axa Using AI to Boost Manager Performance
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.
Applying Science to Fund Management
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.
2016 Fintech Powerlist
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.
Essentia Wins Best New Fintech Solution for Hedge Funds
29 Nov 2016 | HFM Week
Essentia recognized as one of Europe’s leading IT and software providers serving the hedge fund sector.
Women On Top in Tech
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.
Fintech: Coaching for Asset Managers
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.
Essentia Analytics Shortlisted for FT Future of Fintech Awards
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.
5 Easy Ways to Improve Your Process Using Behavioral Science
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.
Time to Join the Uprising
21 Jul 2016 | Hedge Magazine
Making Fund Managers Better with Behavioral Data Analytics
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.
Union, BNY Unit Monitor Managers Like ‘Athletes’
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.
Crowdfunders Profile: Essentia Analytics
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.
Active Management Evolution Finds “Resistance” From Within
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?
Recover From a Trading Mistake Through Writing
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.
Trading Behaviors
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.
Trailblazing Women
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.
CXO Corner (VIDEO)
26 Oct 2015 | Simcorp’s CXO Corner
The Rules of Attraction
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.
Top Wearables Across 10 Key Sectors
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.
What Fighter Pilots Can Teach Investment Managers
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.
Data, Skill, and the Race to Save Active Management
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.
CXO Corner Interview
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.
If You Think You Know What You’re Doing When You Invest, Think Again
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.
Startup of the Year 2014
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.
Behavioral Finance for Family Offices
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.
Top 20 Most Promising Capital Market Technology Solutions
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.
Outlook for UK FinTech Sector
13 Mar 2015 | Innovate Finance Global Summit Interview
Essentia Analytics Joins Boris Johnson on His FinTech Delegation
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.
The 2015 Hot Ten
2 Feb 2015 | FinTechCity
Essentia Analytics chosen as one of top ten European FinTechs startups to watch.
You Make Terrible Investment Decisions When You’re Tired and Grumpy
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.
Women in Tech: Clare Flynn Levy, Essentia CEO
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.
The 2015 Hedge Fund Journal Awards
23 Jan 2015 | The Hedge Fund Journal
Essentia wins Best Performance Data Analytics Award at the 2015 Hedge Fund Journal Awards
Deal or No Deal!
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.
Here Are the Companies That Want to Fix Our Broken Banks
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.
Best 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.
FN’s 40 Leaders in Fintech
23 Jun 2014 | Financial News
Clare Flynn Levy recognized as one of Europe’s most influential financial technology innovators.
Applying Behavioral Analytics to Fund Managers
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.
How Technology Can Help You Commit Fewer Investment Mistakes
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.
The Science of Becoming a Better Fund Manager
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.”
Traders Beat Market Indexes Borrowing Tools From Sports
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.