Behavioral Health Check for Manager Research

Evidence-based assessment of PM decision-making skill 

Allocators of capital have a keen interest in evaluating their managers' decision quality - not just their returns. Trailing returns data cannot tell you whether underperformance reflects bad luck or bad decisions – nor whether strong returns reflect genuine skill or a market tailwind. 

A Behavioral Health Check from Essentia Analytics changes that. Within two weeks of data submission, you'll receive a quantitative assessment of your equity fund manager's actual decision-making skill, delivered by a former portfolio manager and decision analytics expert. It's an example of demonstrably evidence-based assessment, and an invaluable tool for anyone who evaluates or selects portfolio managers.

Please check/complete the form below and confirm you're human to receive a detailed briefing on the Essentia Behavioral Health Check.