Insight for Portfolio Managers

Insight for Portfolio Managers

Helps active equity portfolio managers measure, improve and promote their investment decision-making skill
Provides best-in-class analytics, coaching and behavioral nudges
Addresses growing investor demand for decision attribution analysis

Insight for Allocators

Helps asset allocators assess, compare and select equity managers based on investment decision-making skill
Adds a decision attribution lens to manager research and due diligence
Unlocks deeper, evidence-based conversations with managers

The Behavioral Alpha Benchmark

Peer-reviewed methodology that measures portfolio manager skill across a range of investment decision types
Looks beyond historical performance and mitigates the effects of luck
Top-scoring managers are recognized in a quarterly ranking and annual award

Essentia Nudges

Personalized notifications highly tailored to your own investment process and the criteria you find most useful
Nudges take no more than a minute or two, and are designed to fit seamlessly into your existing process
The hub of a feedback loop that delivers continuous improvement

Essentia Workshops

Unique online workshops for investment professionals and asset management teams
Interactive sessions pinpoint the factors that impact individual and team performance
Tools and action-based insights that integrate behavioral science into the investment process