Solution introduction

Data-driven coaching, bespoke analysis, programs and workshops to further refine your investment process and integrate behavioral science at an individual, team and organizational level

Your investment wingman

Behavioral analytics are only useful if you can cut straight to the insights that matter, put the knowledge to work straight away, and measure progress.

That’s the role of Essentia’s senior consultants: former portfolio managers who understand the PM’s point of view, who can appreciate the nuances that exist between investment strategies, teams and organizations, and who can guide the iterative process of using data analytics to continuously improve performance.

They’re part of the Essentia Insight service – and their sole aim is to ensure you get maximum value from working with us.

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