Essentia Analytics

Today, allocators are digging deeper in their due diligence, focusing on transparency and accountability. Beyond performance, they want insight into processes, decision-making, and adaptability. Here are the toughest questions faced by portfolio managers: https://lnkd.in/gGE-f2sw #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection

The Behavioral Alpha Score not only predicts which portfolio managers are likely to outperform based on their decision-making but also acts as a powerful performance factor, adding depth to traditional models. Get the details in our new research report: https://lnkd.in/d-Ev-WA6 #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection

Essentia's latest research shows a statistically significant link between decision-making skill and investment returns. Portfolio managers with strong Behavioral Alpha Scores are more likely to outperform those with poor scores, and the score itself is a performance factor with significant explanatory power. It’s crucial new insight for anyone seeking alpha in public equities. Details: https://lnkd.in/e6Hgz9F7 #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection

Our new paper describes the relationship between investment skill and return performance – and could revolutionize portfolio manager evaluation. Download the research now. https://lnkd.in/e6Hgz9F7 #BehavioralAlpha #DecisionAttribution #ManagerSelection

Decision attribution analysis is transforming professional investing. With the Behavioral Alpha Benchmark, allocators and fund buyers now have an evidence-based way to assess skill, while portfolio managers can pinpoint their strengths and weaknesses. Details: https://lnkd.in/eYtEsh5D #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection

Decision attribution analysis is easy to initiate, but getting buy-in can be a challenge for portfolio management teams. Here’s why you should begin this process now, and how to get started: https://lnkd.in/eYtEsh5D #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection

Decision attribution analysis provides a data-driven method to evaluate investment decision-making skill. That matters: portfolio managers who excel in decision-making are 1.5 times more likely to outperform those who do not. Here’s why your team should embrace this approach now: https://lnkd.in/eYtEsh5D #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection

Investors now seek more than past performance from their portfolio managers — they want to see sustained, value-accretive decision-making. The Essentia Behavioral Alpha Benchmark ranks portfolio managers based on 3 years of decision data, highlighting the top 5 each quarter. Details: https://lnkd.in/exaTZMmu #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection

Essentia’s Behavioral Alpha Benchmark methodology evaluates seven key portfolio management decision types to measure whether they add or destroy value. In Q2 2024, most of the managers we track added value through their decision-making, with value managers showing particular strength. Details: https://lnkd.in/exaTZMmu #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection

In today's market, past performance isn't enough—investors want evidence of skilled decision-making. The Essentia Behavioral Alpha Benchmark ranks portfolio managers objectively based on three years of decisions, spotlighting the top 5 managers each quarter. Details: https://lnkd.in/exaTZMmu #BehavioralAlpha #DecisionAttribution #Investing #ManagerSelection