Measuring Skill, Not Past Performance

With Jonathan Good, Baird Portfolio Manager

The Essentia Analytics Behavioral Alpha® Benchmark looks beyond historical returns — and the effects of luck — to instead measure a portfolio manager’s investment decision-making skill.

In our latest research study, we used the Benchmark to measure seven key skills of 76 anonymized active equity managers over three years. Jonathan Good, lead portfolio manager for Baird's Small/Mid Cap Growth strategy, scored in the top five of the assessment and is a Behavioral Alpha® Award winner.

In this 45-minute webinar, Jonathan joins Essentia CEO Clare Flynn Levy to discuss his investment process, how he uses behavioral analytics to optimize his decision-making, and how portfolio managers, capital allocators, and investors can gain insight into whether poor (or strong) performance is due to luck or skill.

 

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