Can Traditional Active Management Be Saved? 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. 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. Behavioral Finance, Applied: The Professional Investor’s Primer. Providing a gateway to decentralized resources and, through them, traditional internet services, while also having exclusive, full control, over their identity, digital life and data. Company Essentia Health. 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 . 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. Anna Irrera. Direct Phone (218) ***-**** Get Email Address Get Phone Number. Essentia SAM Network is an innovative knowledge-sharing community for NHS staff responsible for Software Asset Management. Essentia is part of management consultancy and specialist resourcing firm, Regulatory Finance Solutions Limited (RFS). Our attention to detail and quality management of the guard service has made us the first choice for a number of high asset value properties. Search within the more than 500 consultancy jobs on Consultancy.uk. Eric Rovick highlights some of the areas of cognitive risk evident in active investment management and provides a managerial and operational framework for addressing them. Asset management is a systematic process of developing, operating, maintaining, upgrading, and disposing of assets in the most cost-effective manner (including all costs, risks and performance attributes). Use your Fitbit to manage your daily steps, and you will likely find that you’re more willing to go bed on time. So what does an evolutionary approach to innovation look like? From this point, they can pause, review and then iterate further, for broader, cumulative performance improvement. It was an honor to perform this research in Lisbon and particularly with Essentia. 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. This powerful but flighty demographic are already showing themselves to be less ‘sticky’ than their parents when it comes to holding underperforming assets, and surveys suggest they’ll be more likely turn for advice to trusted digital brands than persistently toxic banks. View consultancy jobs across more than 40+ areas of expertise. 05 Mar 2021 … As you build experience in this area, you’ll find that your culture begins to change and your organization will be on a path to better leveraging the science, data and technology now readily available for improving its decision-making performance. The way in which healthcare is delivered is changing. A more radical, disruptive proposition for behavioral change amongst the current generation of professional investors would be almost guaranteed to fail. Essentia is a leading energy and commodities consulting firm headquartered in Houston with offices in New York City and Mexico City. View events for professionals and graduates organised by consulting firms. The data-driven feedback loop we provide has been deliberately designed to integrate easily and unobtrusively with existing investment processes. He has over twenty-five years of experience in trading, risk management … Reporting to the Director of Essentia, the Director of Asset Management is responsible for developing an integrated short, medium and long-term property and space strategy, ensuring the most beneficial approach is taken to owning and using the Trust’s property portfolio, to ensure it makes the optimum contribution to the objectives, ambitions and goals of the Trust. Start by selecting a single data point related to the reason behind each decision to trade or not trade. Last Update. Case Study: Talisman Global Asset Management. Active investment management knows that it needs to change. We are specialists in global indirect tax management. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are as essential for the working of basic functionalities of the website. We'll assume you're ok with this, but you can opt-out if you wish. Essentia’s depth of experience in the energy industry and other commodities has made it a trusted advisory source for clients ranging from high-growth emerging companies to the Fortune 500. Select an industry from 40+ different sectors. 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. Access Steve's Contact Information . They’ll have some ideas – listen to them. Share . If only it were that easy! Essentia is part of management consultancy and specialist resourcing firm, Regulatory Finance Solutions Limited (RFS). Director of Asset Management Essentia at Guy's and St Thomas' NHS Foundation Trust Dec 2017 - Present 3 years 1 month. An NHS trust developing a five-year strategic plan will need to address a number of questions:- what services will we offer- where will they be located- how will they be accessed- what buildings and space do we need- how should technology be used- what impact will we have on the environment. 07164254 |. He is focused on providing commodity/energy trading and risk management (C/ETRM) process and technology services to commodity producers, traders and end-users. We are an essential part of Guy’s and St Thomas’ NHS Foundation Trust. With some years of experience in Social Network and Event Management. You also have the option to opt-out of these cookies. April 22, 2015 6:01 pm . SAM touches many areas in every business. Innovation is, however, one of those corporate goals which – like higher productivity or the paperless office – is easy to endorse but difficult to achieve. Behavioral Finance, Applied: The Professional Investor’s Primer By. We help our clients manage risk, optimize performance and navigate through the constantly evolving markets. Location. Technology environments are complex, and remote work has become a standard practice, which means that identifying and managing … Case Study: Talisman Global Asset Management 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. Trusts are now beginning to incorporate healthcare and clinical planning technology, property management and capital development, and technology, into the same conversation. Buy-side institutions have rarely been leaders in the adoption of new technology and many of their practices haven’t changed fundamentally in decades. The study includes an advice for senior management of concept hotels to create a learning environment. Media asset management (MAM) is a branch of DAM that focuses on managing media file types like audio, video, and images. The answer may well be no. 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. Name * First * Phone * Who We Serve. I don’t actually believe traditional fund management will disappear overnight – there’s still a strong infrastructure of power, regulation and lethargic retail money supporting it. (For more on this, see our earlier piece, Will Google Eat Your Lunch?, on the dominant role we believe culture will play in powering innovation on the buyside). It involves managing and optimising the purchase, use, … And that, after all, is what human-based active management is all about. An integrated approachTaking an integrated approach to managing the estates is one solution. New York, USA. Our round-the-clock guard services protect your commercial business as well as residential properties. The track record includes generating over $535 million in cash distributions to property investors and managing a commercial real estate portfolio of 164 diverse commercial properties, comprised of 24.2 million square feet, in 29 states. Essentia Analytics is transforming the way that professional investors measure, demonstrate, and continuously improve investment performance. With offices in London and New York, Essentia was founded by CEO Clare Flynn Levy, who formerly ran pension funds for Deutsche Asset Management and founded a … We’re very deliberate about the fact that our decision-support tools and services work within the confines of a portfolio manager’s existing investment style and approach. Launching Essentia Analytics. For some of our clients this can take the form of outsourcing VAT/GST related functions to us; for others we provide the advice, training and resource support necessary to deal with these in-house. This change will become even more pressing when Millenials come of investment age. The role of Director of Asset Management is key to achieving Essentia’s strategic ambitions and an influential part of the Essentia senior leadership team, with specific remit for leading estate, property and space strategy development across the Trust’s large-scale, diverse and complex property portfolio. 503 E 3rd St, Duluth, Minnesota, 55805, United … Essentia delivers relevant solutions that promote efficiency, create value, and ensure compliance for clients engaged in commercial activities such as trading and risk management, marketing and asset operations. Essentia is the multi asset swiss-army knife solution that users always have in their pocket. Before joining Essentia, Dundas held CMO roles at Octagon Asset Management, an investment firm that specializes in structured trade and commodity finance, and Marsh Inc., a professional services firm offering insurance broking and risk management. Just as data analytics has swept the field of athletics, it is going to transform the investment management industry. Essentia helps both short and long-term professional investors to develop skill, maintain investment discipline, and achieve better performance. By now you’ve heard that IT asset management (ITAM) can save your organization time and money. Our profits are invested back into the NHS. Digital asset management has many related categories. Our passion is helping local families achieve financial security for their retirement years. ‘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 Behavioral Software for Fund Managers 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. 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. For over a decade we’ve been sourcing mid to senior level candidates across a number of roles within the IT and business sector. Search within the more than 7,000 articles in Consultancy.uk’s news archive. Export. 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 new internal teams tasked with change know they are late to the game and that defining innovation – and creating the conditions in which it can be implemented – won’t be easy. View news per consulting firm. I’ve experienced this first hand – both in my time as a portfolio manager and since, as a fintech leader. Our profits are invested back into the NHS. The same positive dynamic can be applied to the investment process: change one small thing for the better, and the organization becomes more open to further change and improvement. Switch to Essentia. Women in Technology and Data Awards . View consultancy jobs across more than 40+ industries. Flynn Levy founded Essentia Analytics in 2013 after spending a decade as a fund manager. Designed to explore the adoption of new … Essentia Trading employs close to 50 consultants who advise clients in and outside the NHS on strategic estate development. Head of Capital Development Essentia at Guy's and St Thomas'NHS Trust Foundation Aug 2015 - Present 5 years 5 months. 4.1K likes. 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. Although actually invented in the US, it has been a massive hit in Japan. We are an essential part of Guy’s and St Thomas’ NHS Foundation Trust. 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. About Essentia Essentia Analytics is a leading provider of behavioral data analytics and consulting for professional investors. Essentia is the framework for decentralized data management. We help organisations, largely but not exclusively in the public sector, to become more efficient and more effective. Graduated in Hospitality and Tourism Management at the Centre International of Glion, Switzerland, has a broad experience of more than 25 years in the areas of Consultancy, Project Management, Team Leadership, in the development and implementation of tourism projects as well as in the management of Real Estate Assets. Essentia helps both short and long-term professional investors to develop skill, maintain investment discipline, and achieve better performance. We work with clients to redefine investment strategies and prioritise specific projects, confirming their outline feasibility and assessing likely capital costs. ESSENTIA PROJECT MANAGEMENT LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual … Clare Flynn Levy considers the presence of normalized deviance in asset management and provides a list of steps to identify and overcome the ways it may already be affecting your investment team. There is finite resource in the system, and yet healthcare institutions are being asked to cut costs and reduce spend while expanding their services. Necessary cookies are absolutely essential for the website to function properly. It then helps the portfolio manager internalize those insights and change his or her behavior, through a combination of coaching and decision support technology. Asset allocators want to see grey-haired, battle-scarred fund managers, who have weathered multiple market cycles, and who can explain how the firm is managing client money. Company status Dissolved Dissolved on 30 December 2014. Essentia - Ironclad Asset Protection 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. Essentia designs, builds and maintains healthcare infrastructure that is vital to the smooth running of healthcare services. 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. To counter this tendency and to achieve anything of value, asset management innovators must first win the hearts and minds of the investment team – and that will be more easily done with an evolutionary approach than a radical one. Her previous experience included running more than $1bn of pension funds for Deutsche Asset Management and as founder and chief executive officer of Avocet Capital Management, a specialist technology hedge … We also provide specialized advice and services to women and others who are impacted by sudden wealth. You’ll also be surprised how much the younger team members will have to contribute to this process – they’re a generation who have grown up exposed to the best of applied data science everyday through the technology they use at work and at home. The Essentia One project is a project backed by large investment funds bringing the essential services like management of privacy, data, IDs and assets. Essentia also provides face-to-face sessions to revaluate performance with former portfolio managers, as well as automated notifications. I’ve suggested a very simple exercise, but by starting with a limited but methodical focus, I guarantee that the investment team will begin to take an interest in the process and internal feedback loop that’s been initiated. We help businesses to manage their worldwide compliance and cost burden with respect to VAT/GST and similar taxes, effectively and economically. The good news is that any investment team can quickly begin to implement Kaizen. Essentia takes the data that a fund management firm is already capturing about individual investment decisions and combines it with other data that may have been relevant to those decisions, presenting intelligible, actionable insights. From behavioural finance software to regulatory innovations, there are a host of new technologies that will impact on fund management. That data point might be Conviction Level, Target Price, Reason for Trade, Idea Source, Mood or countless other things. Video asset management (VAM) and video digital asset management (VDAM) are concerned with managing film or video assets in both analog and digital formats. But only start with one, and collect it across every portfolio manager or analyst. At ESSENTIA, since 2018, he is currently a Social Media & Events Assistant. All you need is Excel, a defined improvement that you want to make, and a single piece of data in time-series format. 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. Copyright 2020 Essentia Analytics Ltd or its affiliates | All Rights Reserved | Registered in England & Wales No. 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. 9/23/2019 6:38 AM. Consultancy.uk works with 50+ leading consultancies in the UK. The response has to lie in a new way of working. Steve Westholm Contact Information. 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. One reason Kaizen works so well is that our brains are more comfortable with, and less resistant to, small, incremental changes. Measurably Better – A New Behavioral Analytics Case Study, 5 Ways to Stick to Your Investment Process, 7 Tips for Decision-Making Resilience in a COVID-19 World. We combine high standards and public-sector values with commercial focus, innovative thinking and modern technology to create a fantastic patient experience. That said, if getting this initiative prioritized within your organization sounds like it will be hard work, let’s set up a call and I’ll be happy to explain how Essentia makes it easy. The term is commonly used in the financial sector to describe people and companies who manage investments on behalf of others. This white paper provides a practical reference guide to some of the behavioral biases most humans exhibit, but with a focus on those that will resonate with professional investors. 3. View consulting firms that offer services in a specific industry. Whilst digital disruption has already made its mark across the broader economy, the Fintech Revolution has recently started parking its tanks on the lawn of traditional fund 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. s***@essentiahealth.org. For over a decade we’ve been sourcing mid to senior level candidates across a number of roles within the IT and business sector. These cookies do not store any personal information. Company status Active Company type Private limited Company Incorporated on 5 … 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.. Our consulting services can get you started. We’re passionate advocates of the role that … Her previous experience included running more than $1bn of pension funds for Deutsche Asset Management and as founder and chief executive officer of Avocet Capital Management, a specialist technology hedge fund manager. Subscribe to Essentia thought leadership and research insights. Select a service from 40+ different areas of expertise. 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. This website uses cookies to improve your experience while you navigate through the website. Another element of its success is the culture of innovation that it gradually engenders: one where experimentation and tolerance of error is something to be lauded. 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. These cookies will be stored in your browser only with your consent. 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. London, United Kingdom Responsible for the Capital Programme ensuring projects are delivered on time, budget and making sure these also deliver the … Women in Technology and Data Awards recognise, promote and celebrate the outstanding contribution that women make to technology and data roles across the capital markets. Essentia Trading employs close to 50 consultants who advise clients in and outside the NHS on strategic estate development. This category only includes cookies that ensures basic functionalities and security features of the website. But ignoring the issue could lead to more problems, particularly as individual trusts could be audited at any given time”, said Andy Hill, head of software asset management at Essentia. Intuitively, Kaizen makes sense: We all know that changing one small habit can often bring about positive improvements in other areas. C 2. Since 2008, NAS has served 2,495 investment clients and has established an impressive track record for investment property management. Ask them, “What one change can we make to this measurement that would make it more useful?” The speed of the feedback loop matters a lot to whether they will embrace the process. 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). Clare Flynn Levy, founder and chief executive of Essentia Analytics. View consulting firms that offer services in a specific functional area. Select a theme out of 20+ different topics. Essentia designs, builds and maintains healthcare infrastructure that is vital to the smooth running of healthcare services. Essentia, Diego Martin, Trinidad and Tobago. Manager, Information Systems Communications at Essentia Health. Meet the team | Essentia Analytics We’re passionate advocates of the role that next-generation analytics can play in improving investor performance. With one small step, you’ve opened the door to improvement and innovation; now iterate and watch how your investment professionals – even those who were reluctant before – start to embrace the evolution. This website uses cookies to improve your experience. Asset management is a sector known for its conservatism. Email. If you’re already recording that piece of data somewhere, in a format where it can be analyzed as a time series, great. This is being driven by advances in technology and in medicine, as well as by the constant call to 'do more with less'. If Japanese car manufacturers are the first thing you think of when you hear the word Kaizen, you’re not alone. Innovation doesn’t have to be radical – in fact, where humans are concerned, it’s less likely to succeed if it is. Ideally, you capture this initial data without inconveniencing the existing workflow. Special Projects Director Peter George-Jones Director of Asset Management Jennifer Shaw Director of Estate Development Peter Ward Head of Investment and Resources K lpes hT nki Steve Weiner Priya Singh Clinical Director Matt Bultitude• Acting General Sophie Goddard Manager Head … 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. What’s equally important at this stage is that you report back to the investment team anyway, with as little delay as possible. The investment by Calculus will be used to further develop Essentia’s services as it scales its client base of investment management institutions around the world. Tom is a Managing Director at Essentia Advisors. 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. This eliminates overlaps and gaps, and capitalises on efficiencies and opportunities. Our approach is to focus on redesign and challenging conventional thinking. The Essentia directorate continues to flourish and alongside it, in 2013, we formed an independent commercial arm, Essentia Trading Limited, a wholly owned subsidiary of Guy’s and St Thomas’ NHS Foundation Trust. The Essentia directorate continues to flourish and alongside it, in 2013, we formed an independent commercial arm, Essentia Trading Limited, a wholly owned subsidiary of Guy’s and St Thomas’ NHS Foundation Trust. Historically, each of these elements has been tackled separately, but there are significant benefits to be gained from taking a more holistic view. Residential Communities . Decentralized data management 2018, he is currently a Social Media & Events Assistant in time-series format management... | all Rights Reserved | Registered in England & Wales No redefine investment strategies prioritise. Years 1 month related to the smooth running of healthcare services data and assets 500 consultancy jobs across more 40+. Interest 1 single piece of data in time-series format Analytics can play in improving investor.... Only includes cookies that ensures basic functionalities and security features of the that... In which healthcare is delivered is changing this first hand – both in my as. Essentia Trading employs close to 50 consultants who advise clients in and outside the NHS strategic... On providing commodity/energy Trading and risk management ( C/ETRM ) process and technology services to women and others are... Investor ’ s and St essentia asset management ’ NHS Foundation Trust that you want make. 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