Using behavioral finance and machine learning to improve portfolio management. Our Behavioral Alpha® Benchmark assesses manager skill, not past performance.
London/New York
Joined March 2013
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In a low hit rate world, investment skill is often about being less wrong.
Details: essentia-analytics.com/less_…
Congratulations to ARGA Investment Management, Pzena Investment Management, Fidelity International, and Franklin Templeton for their Top 5 positions in our new Behavioral Alpha Benchmark ranking; essentia-analytics.com/behav…
An early gift idea for the investor in your life: Stock Market Maestros. It covers 12 portfolio managers and 41 real-world case studies. essentia-analytics.com/maest…
“Probably the biggest mistake that all investors make is looking at their recent performance as a measure of their own skill,” says Essentia CEO Clare Flynn Levy on The Disciplined Investor podcast. “Maybe. But maybe you just got lucky.” essentia-analytics.com/tdi-p…
#BehavioralAlpha
Changing the game: Essentia is partnering with @BaillieGifford to bring behavioral intelligence to the investment AI stack. Read the details in our news release here: essentia-analytics.com/essen…
Profile of a Stock Market Maestro: How AllianceBernstein’s John Lin built a disciplined process for navigating China equities.
Read more: essentia-analytics.com/zombi…
You don’t have to be right all the time to be a world-class investor. In our new blog post, we explore how AllianceBernstein’s John Lin built a disciplined process for navigating China equities -- and what his decision-making reveals. Read more: essentia-analytics.com/zombi…
Essentia’s Behavioral Health Check gives you an evidence-based view of your decision-making in as little as two weeks, highlighting strengths and opportunities to improve.
Details here:
Portfolio managers: info.essentia-analytics.com/…
Allocators of capital: info.essentia-analytics.com/…
Our latest Behavioral Alpha Benchmark suggests that payoff discipline -- and what portfolio managers do on the way out of a stock -- matters more than being right most of the time.
Read the full analysis here: essentia-analytics.com/26q2-…
Portfolio managers do not need to be right most of the time to add value.
Read our latest analysis here: essentia-analytics.com/26q2-…
Congratulations to the Top 5 in our Behavioral Alpha Benchmark rankings! These portfolio managers have shown outstanding decision-making skill across the past 36 months. essentia-analytics.com/behav…
Essentia CEO Clare Flynn Levy joins @MicroCapClub to discuss how portfolio managers and asset allocators are using decision analytics to assess investment skill.
Watch: youtube.com/watch?v=kJ0OKR61…
ASSET ALLOCATORS: Evaluate manager skill, not just returns.
A Behavioral Health Check from Essentia Analytics delivers a quantitative assessment of an equity manager's decision-making, giving you a new lens for manager selection and oversight.
Learn more: info.essentia-analytics.com/…
You know your investment process. But can you prove which parts are adding value?
Our Behavioral Health Check provides a quantitative assessment of your investment decision-making in two weeks, using decision analytics trusted by equity managers
Details: info.essentia-analytics.com/…
In its new review, the @CFAinstitute says a great benefit of reading Stock Market Maestros is “learning essential traits of highly successful investors.” We concur.
Read the full review here: rpc.cfainstitute.org/blogs/e…
Every investor has a stock they’ll never buy again.
Not because of the fundamentals, but because of regret. That’s a mistake.
Read more: essentia-analytics.com/once-…
What sets elite investors apart?
Lee Freeman-Shor joined Clare Flynn Levy to discuss Stock Market Maestros, investment discipline, and the decisions that separate great investors from the crowd.
Watch the replay: info.essentia-analytics.com/…
Enjoyed Stock Market Maestros--or still need to read it? Join Essentia Founder & CEO Clare Flynn Levy for a virtual fireside chat with author Lee Freeman-Shor.
June 10 | 10 AM ET / 3 PM UK
us02web.zoom.us/webinar/regi…
What do elite investors do after they buy a stock?
Join Lee Freeman Shor and Clare Flynn Levy on June 10 for a live webinar on Stock Market Maestros.
We'll discuss the behaviors that distinguish exceptional investors.
Register: us02web.zoom.us/webinar/regi…
Investment success is not just about what stocks you own.
On the Afford Anything podcast, Essentia CEO Clare Flynn Levy discusses how bias, emotion and relationships can shape investment decisions when markets are under pressure. affordanything.com/717-the-5…