We do this by finding ways to work differently, creating improvements in productivity and efficiencies across the whole estate, leading to a reduction in operating costs. COVID has changed a lot about the world this year, but one positive we’ve seen is how businesses, including asset managers, are using this time to reevaluate their strategies. We help organisations, largely but not exclusively in the public sector, to become more efficient and more effective. Essentia Analytics is transforming the way that professional investors measure, demonstrate, and continuously improve investment performance. Data, science and new technology like Essentia’s are now being used to evaluate and improve the decision-making process, but it has taken time for the industry to wake-up to the performance gains available and the bias towards the status quo is strong. Export. If you’re already recording that piece of data somewhere, in a format where it can be analyzed as a time series, great. View consultancy jobs across more than 40+ areas of expertise. ‘Using technology to prove and improve investment skill’, Clare Flynn Levy, Founder and CEO, Essentia Analytics ‘Making blockchain real: Charting a course to generating business value in asset management’, Tim Grant CEO, DrumG Technologies ‘Key AI technology and business trends in financial services in 2019, Geoff Kates, CEO, HTF Group The good news is that any investment team can quickly begin to implement Kaizen. Need some help integrating behavioral finance into your investment process? Efficiency has to be about doing things differently, not just cutting costs. It involves managing and optimising the purchase, use, … “Software Asset Management is a specialism that few trusts will have the time or resource to fully acquire. Tom is a Managing Director at Essentia Advisors. We help our clients manage risk, optimize performance and navigate through the constantly evolving markets. Video asset management (VAM) and video digital asset management (VDAM) are concerned with managing film or video assets in both analog and digital formats. We also provide specialized advice and services to women and others who are impacted by sudden wealth. Julian Sinclair, Talisman CIO, talks about the importance of having a feedback loop in the portfolio management process and how he's been using Essentia's software to refine his investment skillset. I’ve been watching with interest as investment management firms start building dedicated “innovation teams” in response to the change that’s coming their way. Asset managers would benefit from looking to the continuous improvement philosophy that powered the rise of Japanese businesses from the ashes of World War II: Kaizen. Necessary cookies are absolutely essential for the website to function properly. Search within the more than 500 consultancy jobs on Consultancy.uk. Our profits are invested back into the NHS. Essentia Trading employs close to 50 consultants who advise clients in and outside the NHS on strategic estate development. More for ESSENTIA MANAGEMENT SERVICES LIMITED (08529118) Registered office address The Old Stables Elmore Court Elmore Green Road, Bloxwich, Walsall, West Midlands, England, WS3 2QW . We work with clients to redefine investment strategies and prioritise specific projects, confirming their outline feasibility and assessing likely capital costs. Steve Westholm Contact Information. COVID has changed a lot about the world this year, but one positive we’ve seen is how businesses, including asset managers, are using this time to reevaluate their strategies. Once you have it, ask your risk/quant team to analyze it to see if it yields any useful insights with regards your stated goal. Active investment management knows that it needs to change. Essentia Analytics is here to help fund managers break old habits and establish new ones in order to improve their performance by utilizing data and AI. Analysts have dubbed marrying quantitative and fundamental investing “quantamental”, an admittedly ugly phrase, but one that many think will define the future of the asset management industry. If Japanese car manufacturers are the first thing you think of when you hear the word Kaizen, you’re not alone. New ways of workingAn integrated approach is at the heart of what we do at Essentia, an organisation which combines commercial focus with public sector values and which provides consultancy services in strategy and estate development. Essentia also provides face-to-face sessions to revaluate performance with former portfolio managers, as well as automated notifications. These new threats come at an already difficult time for active managers: assets continue to shift to passive products, fees are under pressure, and there are new regulatory moves against ‘closet indexing’ (where managers charge active fees but in reality hold positions that nearly mirror the index). At ESSENTIA, since 2018, he is currently a Social Media & Events Assistant. The good news, for internal agents of change, is that innovation doesn’t have to be radical: a Kaizen approach means it can be achieved intelligently and at a pace that’s comfortable for your organization. Innovation doesn’t have to be radical – in fact, where humans are concerned, it’s less likely to succeed if it is. By. From behavioural finance software to regulatory innovations, there are a host of new technologies that will impact on fund management. These cookies do not store any personal information. Using a range of reporting tools and behavioral nudges, we then help our clients to isolate and accomplish small but measurable improvements to their investment process. As very well summarized in Robert Maurer’s book, The Spirit of Kaizen, Kaizen is a process-improvement ethos based on making small, progressive changes – not big, scary ones – with ongoing measurement of how those small changes affect financial returns. Since 2008, NAS has served 2,495 investment clients and has established an impressive track record for investment property management. It’s now hard to avoid speculation about how artificial intelligence will replace human fund managers, or when Google or Facebook will start building investment products. We also use third-party cookies that help us analyze and understand how you use this website. Last Update. Essentia is a leading energy and commodities consulting firm headquartered in Houston with offices in New York City and Mexico City. Intuitively, Kaizen makes sense: We all know that changing one small habit can often bring about positive improvements in other areas. Can Traditional Active Management Be Saved? Essentia Analytics leverages the existing data set that every fund manager has – trades and holdings – applies behavioural data analytics designed specifically to identify and track decision-making skill. Essentia started life as the in-house Capital, Estates, Facilities and IT Directorate for Guy’s and St Thomas’ NHS Foundation Trust, designing and delivering a comprehensive investment, technology and infrastructure strategy, and providing high quality non-clinical services. Our approach is to focus on redesign and challenging conventional thinking. Essentia designs, builds and maintains healthcare infrastructure that is vital to the smooth running of healthcare services. Essentia is the framework for decentralized data management. Flynn Levy founded Essentia Analytics in 2013 after spending a decade as a fund manager. Essentia focuses on what it calls the lifecycle of alpha, demonstrating that returns tend to accumulate in the early stages of an investment and decay over time – and managers able to exit positions at or near the peak of their alpha curve can outperform index funds by a margin well in excess of active fees. Essentia helps both short and long-term professional investors to develop skill, maintain investment discipline, and achieve better performance. View consulting firms that offer services in a specific functional area. But that’s OK – in data science terms, that result has a value and you’re already beginning the process to define and measure your investment process drivers. It creates Essences: full fledged, decentralized and interoperable containers of complete digital lives, with data and assets. Can Traditional Active Management Be Saved? Director of Asset Management Essentia at Guy's and St Thomas' NHS Foundation Trust Dec 2017 - Present 3 years 1 month. Whilst behavioral finance has been mainstream for decades, it’s only in the last couple of years that active management firms have started to incorporate it, finally challenging the accepted notion that a run of good fund performance accurately denotes investment skill. The AFTAs recognize excellence in the deployment and management of financial technology within the asset management and investment banking communities. Behavioral Finance, Applied: The Professional Investor’s Primer Manager, Information Systems Communications at Essentia Health. The term is commonly used in the financial sector to describe people and companies who manage investments on behalf of others. The study includes an advice for senior management of concept hotels to create a learning environment. Our round-the-clock guard services protect your commercial business as well as residential properties. Technology environments are complex, and remote work has become a standard practice, which means that identifying and managing … London – November 21, 2018 – Essentia Analytics (Essentia), a leading provider of behavioral data analytics and consulting for professional investors, today announced it won the “Investment De-Biasing” use case competition at an investment management Hackathon hosted by Allianz Global Investors (AllianzGI) in London last week.. This eliminates overlaps and gaps, and capitalises on efficiencies and opportunities. Essentia is the multi asset swiss-army knife solution that users always have in their pocket. C 2. Media asset management (MAM) is a branch of DAM that focuses on managing media file types like audio, video, and images. This category only includes cookies that ensures basic functionalities and security features of the website. 3. Essentia Partners is committed to support its clients in the implementation of their strategies by identifying and executing the best business opportunities. HQ Phone (218) 786-8376. Essentia is part of management consultancy and specialist resourcing firm, Regulatory Finance Solutions Limited (RFS). Therefore, we provide a senior and multidisciplinary approach through our staff – who have had prominent positions at the main investment boutiques, private equity funds, law firms and local and multinational corporations. Ideally, you capture this initial data without inconveniencing the existing workflow. Switch to Essentia. Innovation is, however, one of those corporate goals which – like higher productivity or the paperless office – is easy to endorse but difficult to achieve. Designed to explore the adoption of new … London, United Kingdom Responsible for the Capital Programme ensuring projects are delivered on time, budget and making sure these also deliver the … Copyright 2020 Essentia Analytics Ltd or its affiliates | All Rights Reserved | Registered in England & Wales No. We’re passionate advocates of the role that … He is focused on providing commodity/energy trading and risk management (C/ETRM) process and technology services to commodity producers, traders and end-users. View consulting firms that offer services in a specific industry. Let’s say your question is How can we improve the consistency with which we outperform our benchmark? But rather than adopt a head-on approach to change which may prompt resistance, we advocate a Kaizen approach that begins with smaller, measurable and more gradual improvements. 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