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Essentia Business Intelligence

Location
Mount Barker, South Australia, AU
Employees
33 employees
Certifications
1 certification
Small and Midsize Business Management

What does Essentia Business Intelligence do?

Essentia Analytics (Essentia) is a specialist analytics and consulting firm that applies behavioral science, machine learning and proprietary analytics to help professional investors reduce cognitive bias and improve investment decisions. The company provides a SaaS platform and advisory services—Insight Basic/Pro/Advantage, the Behavioral Alpha Benchmark, Essentia Nudges and targeted workshops—designed for portfolio managers, CIOs, allocators and wealth managers. Essentia emphasizes measurable outcomes: its tools and consulting have been applied to assets totaling over $430 billion and have produced documented ROI and case studies demonstrating meaningful alpha improvements. Technically, Essentia operates on a secure AWS architecture and highlights enterprise-grade information security and compliance. The firm supports ongoing performance improvement through decision attribution (vs. traditional performance attribution), proactive reminders (“nudges”), benchmarking and tailored training. Essentia also publishes research, webinars and thought leadership and has established industry partnerships and strategic investments that reinforce its credibility with institutional clients. Headquarters and legal registration are in London, with contact presence in both the UK and the US.

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Insights & blog posts from Essentia Business Intelligence

7 posts analyzed

31 December 2025 Behavioral Alpha Benchmark Ranking: A Tale of Two Firms

Industry InsightFeb 11, 2026For: Investment managers and fund selectors

The December 2025 Essentia Behavioral Alpha Benchmark reports a downturn in decision-making outcomes among portfolio managers, with the median score decreasing to 47.7. Despite challenges, Invesco and Franklin Templeton delivered strong results, showcasing superior decision-making skills in a market dominated by concentrated index returns. The Benchmark uniquely assesses investment decisions over a three-year period, isolating skill from luck and market influences.

Key takeaways

  • –The Essentia Behavioral Alpha Benchmark for December 2025 revealed a decline in decision-making outcomes across the ranked universe, with a median score of 47.7, down from 49.3.
  • –Fewer than 40% of portfolio managers were able to add value through their decision-making, highlighting challenges in active management within a concentrated market landscape.
  • –Invesco and Franklin Templeton were notable for maintaining strong decision-making results, with Invesco's Value Opportunities Fund achieving a significant Behavioral Alpha Score of 75.11.
  • –The Behavioral Alpha Benchmark evaluates portfolio managers based on decision-making skill rather than past performance, focusing on factors like hit rate and payoff ratio.

When Two Minds Make One Maestro

Investment Strategies and Behavioral FinanceJan 5, 2026For: Professional investors and asset managers

James Inglis-Jones and Samantha Gleave realize exceptional investment execution by combining a disciplined process with systematic intuition. They utilize cash flow signals and secondary scores to guide their decisions, notably achieving substantial returns during the COVID-19 market crash by identifying contrarian value stocks. Essentia Analytics emphasizes the importance of behavioral insights to enhance decision-making in stock picking and management.

Key takeaways

  • –The post explores how James Inglis-Jones and Samantha Gleave use a disciplined, evidence-based investment approach to manage European strategies effectively.
  • –Their investment process involves using cash flow signals and secondary scores to determine when to buy, sell, or short stocks.
  • –During the COVID-19 market crash, their system highlighted contrarian value stocks, leading to significant returns, exemplified by their investment in Bank of Ireland.
  • –Their success emphasizes the importance of letting winners run and cutting losers early, achieving a high Behavioral Alpha score.

Q3 2025 Behavioral Alpha Benchmark Ranking: From Selection to Execution

Industry InsightNov 12, 2025For: Investment fund managers and analysts

The Q3 2025 Behavioral Alpha Benchmark reveals a critical shift in decision-making skill among fund managers, moving from stock selection to capital allocation and timing of investments. Despite challenging conditions in stock picking due to concentrated market returns, managers have improved in areas like entry timing and size adjusting, which are becoming more significant for value addition. Essentia's analysis highlights the role of Behavioral Alpha Scores in predicting managers’ ability to outperform their benchmarks, emphasizing skill over simple past performance metrics.

Key takeaways

  • –The Q3 2025 Behavioral Alpha Benchmark shows a shift from stock selection to capital allocation and timing decisions as key drivers of decision-making skill.
  • –There's a decrease in the median Behavioral Alpha Score from last quarter, indicating challenges in adding value through decision-making.
  • –Stock selection remains difficult due to concentrated equity-market returns, but improvements in entry timing and size adjusting are helping managers add value.
  • –Long-term successful decision-making is linked to higher Behavioral Alpha Scores, beyond just luck or past performance.