Essentia Analytics
Essentia Analytics is the leading provider of behavioral data analytics services to professional investors and allocators of capital. Founded in 2013, Essentia is transforming the way professional investors measure, demonstrate and continuously improve investment performance. The platform aims to enhance decision-making, risk management, and overall investment performance by bridging the gap between data, technology, and investment expertise. Their platform utilizes data science, behavioral analytics, and machine learning to analyze investment behavior and offer actionable insights—helping firms improve alpha generation, resilience to biases, and investor credibility.
ABOUT ESSENTIA ANALYTICS
Essentia Analytics is a leading provider of behavioral analytics and decision-making insights for investment professionals.
Essentia’s insights and research are leveraged by both asset managers and asset allocators.
The firm equips investment teams with quantitative insight into decision-making, behavioral real-time intervention, and structured skill benchmarking.
The firm utilizes highly granular investment activity data, rather than historical returns, to identify portfolio manager decision-making skill and bias.
CORE EXPERTISE
Behavioral Alpha® Platform.
A tiered SaaS solution (Basic/Pro/Advantage & Enterprise) that goes beyond traditional performance metrics by analyzing individual investment decisions to identify skill and behavioral biases.
Behavioral Nudges & Coaching.
Nudges are automated real-time alerts integrated into workflows, helping managers correct emerging biases. Insight Partners—former portfolio managers—provide one-on-one coaching based on data-driven insights.
Workshops & Team Programs.
Delivers virtually or in-person (1–3 hours), led by behavioral finance experts like Clare Flynn Levy, Denise Shull, and Paul Richards.
Benchmarks & Recognition.
Publishes the Behavioral Alpha Benchmark, a rigorous, peer-reviewed ranking in the Journal of Investing.