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Essentia Analytics

Sector:
Technology
Invested in:
Calculus EIS, Calculus VCT

Essentia Analytics is a FinTech (financial technology) company, based in London and New York. Its flagship service, Essentia Insight, applies behavioural analytics to help professional asset managers make measurably better decisions, by providing a powerful and continuous feedback loop.

Essentia Analytics was founded by professional portfolio manager Clare Flynn Levy to provide decision analytics in order to improve the performance of asset managers.

Essentia’s proprietary software conducts a full algorithmic analysis, using machine learning of all past investment decisions, to identify each individual portfolio manager’s behavioural biases. The software then continuously monitors their portfolio including individual stock performance and trading and creates proactive behavioural nudges to help the fund manager improve their alpha performance. Quarterly consultation sessions with a professional portfolio manager coach to agree behavioural change efforts and manage progress at an individual and team level.

Rationale

The investment will be used by Essentia Analytics to expand their product offering, in particular for asset allocators (CIOs), and to drive growth by strengthening the US and European sales and marketing capability.

Clare Flynn-Levy, Essentia Analytics CEO says “We are delighted to have Calculus on board as an investor. Their investment and expertise come at a crucial time for us to be growing and developing our product, due to the increasing pressure for asset managers to prove their alpha and improve performance.  We are very much looking forward to working together more closely.”

Latest News

Northern Trust invests in Essentia Analytics

Essentia’s software uses data analytics and behavioural finance research to help allocators and active asset managers make better decisions and improve their returns. Essentia expects to expand headcount and accelerate research and development following an investment by Northern Trust. Northern Trust (Nasdaq: NTRS) has reached an agreement to take an equity stake in Essentia Analytics, Ltd., … Continued

Essentia Analytics launches Insight Enterprise

Essentia Analytics, (Essentia), a leading provider of behavioural data analytics and consulting for professional investors, has announced the launch of Essentia Insight Enterprise, bringing the power of Essentia’s best-in-class behavioural analytics technology to teams of equity portfolio managers. Launched in 2013 to provide behavioural analytics and performance metrics to active portfolio managers, Essentia’s flagship product, Insight, is a unique … Continued