Company Research Report: Essentia Analytics

Company Overview

• Name: Essentia Analytics

• Mission of the Company: Essentia Analytics aims to deliver Behavioral Alpha® by helping professional investors, both short and long-term, mitigate bias, maintain investment discipline, and achieve better performance.

• Founded by: Clare Flynn Levy, Founder & Chief Executive Officer

• Founded: No information is available on the specific founding year.

• Key People:

• Clare Flynn Levy, Founder & CEO

• Julian Hall, Chief Operations Officer

• Joshua Rand, Managing Director, North America

• Chris Woodcock, Chief Product Officer

• Doug Dundas, Chief Marketing Officer

• Andy Dawkins, Chief Technology Officer

• Carolina Einarsson, Chief Financial Officer

• Headquarters:

• London: 1 Mark Square, London, EC2A 4EG

• New York (Mail): 230 Park Avenue, 3/4 Floor West, New York, NY 10169

• New York (Visitors): 71 Vanderbilt Avenue, 3rd Floor, New York, NY 10169

• Number of Employees: No information is available.

• Revenue of the Company: No information is available.

• Known For: Essentia Analytics is recognized for its behavioral analytics and performance consulting services, managing over $250 billion in assets. The company specializes in enhancing investment performance through analytics and data-driven consulting.

Products

Overview

Essentia Analytics offers a range of services and products designed to improve investment performance using behavioral analytics. They incorporate advanced technology, including machine learning, to provide actionable insights and intelligent nudges.

• Key Products:

• Insight for Portfolio Managers: A tool to improve decision-making by helping portfolio managers play to their strengths while avoiding their weaknesses.

• Insight for Allocators: Assists asset allocators in making informed allocation and manager selection decisions.

• Behavioral Alpha Benchmark: Measures investment decision-making skills to differentiate skill from luck.

• Essentia Nudges: Provides proactive nudges to aid in maintaining investment discipline.

• Essentia Workshops: Offers workshops focused on mitigating behavioral biases and enhancing decision-making skills.

Recent Developments

Overview

Essentia Analytics consistently evolves by integrating new research, partnerships, and product offerings to remain at the forefront of investment analytics.

• Recent Developments:

• Research Publications: Essentia's methodology for skill-based portfolio manager assessment was published in the Journal of Investing, demonstrating a significant relationship between decision-making skills and investment returns.

• Partnerships: Essentia Analytics has announced Northern Trust's strategic investment, reflecting strong confidence in its capabilities.

• Innovative Tools: The launch of a new tool for assessing portfolio manager skill based on decision-making, rather than past performance.

• Webinars and Thought Leadership: Regular engagement in webinars and podcasts to share insights and research findings with the wider investment community, including a notable partnership with Andrew Tuttle as Global Lead Client Strategist.

• Features and Product Updates:

• Continuous addition of intelligent features to support investment managers in decision-making and skill enhancement.

• Development of the Behavioral Alpha Benchmark to provide a robust measure of investment decision-making skill.

This report emphasizes Essentia Analytics' focus on leveraging behavioral science to aid investment professionals, affirmed by their partnerships and thought leadership within the industry. In summary, Essentia Analytics remains a pivotal player in behavioral finance and investment analytics, employing data-driven technologies to transform the landscape of active investment management.