The Company That Saves Portfolio Managers From Themselves

What if you could quantify all of the mistakes you’re making with your trades, and then systematically improve them?

I had the pleasure of sitting down with Essentia founder Clare Flynn Levy to talk about what she’s learned at the forefront of behavioral investing science. Clare is not an academic, she’s a former portfolio manager whose questions about her own performance almost twenty years ago sent her down a rabbit hole of discovery and data.

Essentia does portfolio analytics for some of the biggest and well known asset management firms and hedge funds in the world. By examining how a PM buys and sells, builds positions, reacts to volatility, etc, Levy is able to make actionable observations on how that fund can improve its results.

In the video below, now posted on The Compound, some details about an amazing live event she’s put together solely focused on behavior management (and, okay, a little bit of poker too)…

Here are all of the links:

Click here to learn more about the Behavioral Alpha event

Click here to score one of only 75 tickets

Sign up for Essentia’s research

Here’s that thing Clare was talking about with Annie Duke

Follow Clare Flynn Levy on Twitter 

 

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  1. The Company That Saves Portfolio Managers From Themselves – Financial Solutions commented on Oct 15

    […] What if you could quantify all of the mistakes you’re making with your trades, and then systematically improve them? I had the pleasure of sitting down with Essentia founder Clare Flynn Levy to talk about what she’s learned at the forefront of behavioral investing science. Clare is not an academic, she’s a former portfolio manager whose questions about her own performance almost twenty years ago sent he… Source: https://thereformedbroker.com/2018/10/15/the-company-that-saves-portfolio-managers-from-themselves/ […]