Essentia Analytics
Essentia Analytics provides behavioral analytics and performance consulting services for assets exceeding $250 billion, specializing in products and tools designed to enhance investment decision-making.
Services
Essentia Analytics provides behavioral analytics and performance consulting services on assets totaling more than $250 billion. The company leverages scientific methods and deep industry knowledge to optimize investment decisions. The services are designed to help portfolio managers and allocators enhance their decision-making processes by offering insights and personalized recommendations.
Products
Essentia Analytics offers a range of products aimed at improving investment outcomes. These include Insight for Portfolio Managers and Insight for Allocators, which provide tailored analytics and recommendations. The Behavioral Alpha Benchmark allows for a skill-based assessment of portfolio managers, while Essentia Nudges deliver automated notifications to optimize investment processes. Additionally, Essentia Workshops offer training to help professionals hone their skills.
Proprietary Nudge Engine
Essentia Analytics uses a proprietary nudge engine to generate personalized, automated notifications. These notifications are tailored to individual investment processes, enhancing decision-making capabilities. The nudge engine's goal is to assist portfolio managers and allocators by providing timely advice and insights that are specifically applicable to their unique strategies and goals.
Research Publications
Essentia Analytics publishes research in peer-reviewed journals, contributing to the body of knowledge in the field of investment decision-making. Among their published works is a methodology for skill-based portfolio manager assessment, which aims to provide a more accurate and comprehensive evaluation of investment skills compared to traditional metrics.
Behavioral Alpha Webinar Series
Essentia Analytics hosts the Behavioral Alpha webinar series, which features discussions with industry experts about investment decision-making. These webinars provide insights into the latest developments and research in behavioral finance, offering valuable perspectives for portfolio managers, allocators, and other investment professionals.