Podcast appearances and mentions of clare flynn levy

Founder and CEO of Essentia Analytics, Clare Flynn Levy, joins Mike Wallberg, CFA, to discuss the concept of the behavioral alpha score, a metric designed to assess an investor's decision-making skill. Drawing from her experience as an active equity fund manager, Clare explains the origins of the behavioral alpha score and its significance in the pursuit of sustainable investment alpha in an increasingly competitive landscape. She emphasizes that traditional methods of generating alpha, such as superior information, are no longer effective, highlighting the importance of understanding and improving one's own decision-making processes. Tune in to explore how behavioral analytics can enhance investment strategies and decision making.

Tune in to hear:What does Clare and her team at Essentia Analytics focus on specifically?How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website?One of the trick things about behavioral investing is you can get a good result for a bad reason and vice versa. How does Clare's team think about this and try to account for it?Recent research Clare and her team did shows that decision making hygiene is 1.5x more predictive of beating a benchmark in a subsequent year. Can she tell us more about this study and its implications?Why does the above correlation/relationship lose predictive power after 3 years on average?Could greater awareness, using tools like this, make fund managers more aware of issues like style drift?How can we make a compelling case that gets people to focus more on process and less on outcomes?LinksClare Flynn Levy on LinkedInBehavioral AlphaEssentia AnalyticsConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1385-OAS-5/31/2024

My guest on the show today is Clare Flynn Levy, the Founder and CEO of Essentia Analytics. I met Clare several years ago when my prior firm worked with Essentia to help us improve our decision making. The process of having Essentia analyze past successes and mistakes was so insightful that I became a big fan of the product. Accordingly, when I reconnected with Clare recently, I was excited to speak with her about: The founding inspiration for Essentia; The concepts of Behavioral Alpha and of providing a helpful benchmark to managers; Working with both managers and allocators to help improve decision making; How Essentia can use all its data to make the software even better over time; and Ways in which managers can use Essentia's data to help market their firms. For more information about Essentia Analytics, please visit: https://www.essentia-analytics.com/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

Traditional performance attribution helps explain past fund performance but is not predictive of future success. In the same way that Moneyball has swept every professional sport, data science is bringing greater transparency into portfolio managers' decision-making skill. Decision attribution, which analyses the buy and sell decisions of individual portfolio managers, helps identify patterns of demonstrated skill - and specific areas for improvement. For portfolio construction practitioners seeking to select managers capable of outperforming, behavioural analysis of fund managers is crucial. - Essentia Analytics' Clare Flynn Levy and Langdon Equity Partners' Greg Dean. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum

In this episode, we speak with Essentia Analytics founder Clare Flynn Levy. Essentia has developed software to evaluate investment managers and help them improve as investors. We discuss what Clare has learned through that process and the lessons all of us can take from it. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com/excess-returns-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠

It stands to reason that an investor who makes profitable (relative or absolute) decisions more than 50% of the time, and whose profitable decisions typically add more value than their unprofitable ones destroy, will outperform an investor who does not. Decision attribution analysis provides a crucial lens on equity manager skill, benefiting asset owners and fund buyers as they select and monitor managers. In addition, fund managers increasingly use such analysis to identify and overcome their own behavioural biases, producing better outcomes for investors. - Watch Essentia Analytics' Clare Flynn Levy and earn 0.50 CE/CPD hrs on Portfolio Construction Forum

As asset allocators become increasingly involved in the investment process, they are looking to asset managers to answer questions about their investment decision-making and to explain performance. Without the right technology, it can be difficult for managers to pull out insights and articulate why they made the decisions they made. Investment teams are turning to … Read More Read More

If your job is to make investment decisions that involve billions of dollars, then you need the power of data to help you. Just like in Moneyball, you need to do more of what you're good at and less of what you're not good at. Identify the behaviors that are adding or destroying your value. Essentia Analytics can help you with that with a little bit of technology and machine learning. Join J.R. Lowry as she talks to the Founder and CEO of Essentia Analytics, Clare Flynn Levy, about how fund managers can improve their investment performance. Essentia Analytics uses technology to help investment professionals identify their decision-making biases to adapt accordingly. Learn more about behavioral analytics and how it affects decisions. Discover Clare's Moneyball techniques so that you can find the best decisions every time. Start changing with the world today!

In this episode of the podcast, Brooke speaks with Clare Flynn Levy - CEO and Founder of Essentia Analytics, a company that uses behavioral data analytics to help professional investors make more skilled investment decisions. Drawing from her own experience as a fund manager, Clare shares her insights into the types of biases that influence investment decision making and the evolution of behavioural interventions that seek to address them. Some of the things discussed include: - How investors can identify patterns in their decision-making and understand where things might be going wrong. - Exit-timing and the role of loss aversion. - The endowment effect, fear of missing out and other common behavioural patterns. - How Clare and her team work to automate the questions investors should be asking themselves before each important decision. - Strategies that investors can adopt to overcome the behavioural biases that might be hindering their performance - starting tomorrow

VIX hanging below 30 – interesting with this much daily pain over the past weeks. Rates on 10yr backing up – just as we thought - now look at them! Markets may be poised for a contra-trend move here…. Need a gentler Fed and a couple more weak data points. Guest- Clare Flynn Levy from Essential Analystics. Clare Flynn Levy  - Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately 'went native' into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare's vision for Essentia is based on years of being the customer, followed by years of listening to the customer. About Essentia Analytics Essentia Analytics is a leading provider of behavioral data analytics and consulting for professional investors. Led by a team of experts in investment management, technology and behavioral science, Essentia combines next-generation data analytics technology with human coaching to help active fund managers measurably improve investment decision-making. Essentia Analytics is an award-winning financial technology company that provides behavioral analytics services to professional investors. In investment management, as in elite sports, consistent outperformance requires a data-driven feedback loop and a cycle of continuous improvement: decisions are made, performance is assessed, behavioral factors and biases are identified, processes are optimized, and the next decision is made. Smarter, more focused, more efficient, better. Follow @cflynnlevy Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (TJX), (ROST), (AMZN), (TWTR), (SNAP), ROCKU), (GNRC), (DKS), (M), (NVDA), (WMT), (TGT)

In episode #428, Clare Flynn Levy, founder & CEO of Essentia Analytics, discusses common behavioral errors and how to mitigate them, where alpha is lost and found, and what investors can do to build decision-making resilience.

This week on the podcast, Clare Flynn Levy, founder and CEO at Essentia Analytics, joins to talk about her shift from the buy side to going “native”. Before that, Wei-Shen and Anthony talk about the WatersTechnology Innovation Exchange, which starts on September 9. To register for the three-week virtual event, use this link: https://events.waterstechnology.com/innovation-exchange/book-now * Clare joins the podcast and explains the reason for starting Essentia Analytics and what it means to “go native”. (5:30) * Using analytics to trust your gut, or let you know if your gut is wrong. (15:00) * How can understanding behavioral biases help push active managers forward? (16:30) * Clare discusses how AI biases play into the fund management process. (32:00) * For those on the buy side not using behavioral analytics, what’s holding them back? (38:00)

Description:Clare is a fintech entrepreneur, who helps companies & individuals improve their performance. She is Founder & CEO of a behavioral data analytics service that helps professional investors make measurably better investment decisions, capture richer data about their behavior & context & turn trade, market and biometric data into actionable insights. Find Clare Flynn Levy Online:Twitter: https://twitter.com/cflynnlevyLinkedIn: https://www.linkedin.com/in/clareflynnlevy/Find Essentia Analytics Online:Twitter: https://twitter.com/Essentia_AILinkedIn: https://www.linkedin.com/company/essentia-analytics/Website: https://www.essentia-analytics.comReferenced:Book Title: The Dip by Seth Godin https://www.amazon.com/Dip-Little-Book-Teaches-Stick/dp/1591841666Finance Education Resources: Charles Schwab: https://www.schwab.com/knowledge-centerFidelity: https://www.fidelity.com/financial-basics/overviewTD Ameritrade: https://www.tdameritrade.com/education.page? We Get Real AF Podcast Credits:Producers & Hosts: Vanessa Alava & Sue RobinsonVanessa AlavaLinkedIn: https://www.linkedin.com/in/vanessahalava/Instagram: https://www.instagram.com/vanessahalava/Twitter: https://twitter.com/vanessahalavaSue RobinsonLinkedIn: https://www.linkedin.com/in/sue-robinson-29025623/Instagram: https://www.instagram.com/memyselfandfinds/Twitter: https://twitter.com/sociallysue_Audio Producer/Editor: Sam Mclean Instagram: https://www.instagram.com/mcleansounds/Website: www.inphase.bizAudio Music Track Title: Beatles UniteArtist: Rachel K. CollierYouTube Channel: https://www.youtube.com/channel/UCiHnYgtOn8u9YovYplMeXcwInstagram: https://www.instagram.com/rachelkcollier/Website: https://www.rachelkcollier.comIntro Voice-Over Artist: Veronica HortaLinkedIn: https://www.linkedin.com/in/veronicahorta/Cover Artwork Photo Credit: Elice Moore We Get Real AF OnlineInstagram: https://www.instagram.com/wegetrealaf/Twitter: https://twitter.com/wegetrealafFacebook: https://www.facebook.com/wegetrealaf/LinkedIn: https://www.linkedin.com/company/wegetrealafWebsite: https://wegetrealaf.comSupport the show (https://wegetrealaf.com/how-you-can-help)

Clare Flynn Levy, Founder and CEO of Essentia Analytics, a behavioral data analytics service that helps professional investors make measurably better investment decisions. She also sits on the board of several and before founding Essentia, she was active as a fund manager, both for a company she founded herself and big names like DWS. Clare tells us how data analytics can be used to become a better fund manager by analysing decision patters. She goes into a concept called the alpha lifecycle. We talk about trends in the asset management industry like AI, blockchain, or model delivery.

Clare Flynn Levy, CEO of Essentia Analytics explains best practices for achieving alpha. We explore indexing, passive and active investing. Habits – especially bad ones can be changed as long as we have prompts and knowledge of our investing process. We also cover markets, news and updates on the week. Prior to founding Essentia, Clare […]

In episode #381, Clare Flynn Levy, founder of Essentia Analytics, discusses why solely focusing on performance misses an important point; how top managers are competing for survival of the fittest and why others are missing a trick; and how to mitigate behavioral bias in your own investment process.

Clare Flynn Levy is a former fund manager who is now the CEO of Essentia Analytics, a behavioral finance platform designed to help managers make better decisions. In this episode, we discuss: -Why Clare believes in active management at a time when fund flows suggest otherwise -How she tells some of the richest people in the world, "You're wrong" -The most common behavioral errors she sees among fund managers

I just got back from the , where I spoke to a packed audience about the . The interest was overwhelming… And that’s no surprise since "tokenization" will become a trillion-dollar industry inside of five years. But it wasn’t all about tokenization at VRIC… Today, I break down the rest of the conference for you, including some amazing technologies... I give you an inside look at the meetings with industry insiders… and I share my three favorite junior mining ideas with huge upside potential. I also welcome first-time guest Clare Flynn Levy, founder and CEO of , which provides behavioral analytics (coaching) for portfolio managers with billions in assets under management. Clare isn’t just a data specialist… She’s a former portfolio manager, former hedge fund manager, and award-winning tech analyst. Clare’s goal is to make everyone a better investor by using data to limit mistakes—and increase returns—during extreme volatile times... when our emotions can sometimes get the best of us.  The data she shares will blow you away

Our exploration of the use of modern data analytics to enhance investment results continues this week with two of the leading providers of tools for portfolio managers.  My guests on today’s show are Clare Flynn Levy and Cameron Hight, both former investment managers who became entrepreneurs seeking to improve outcomes for other managers. Clare is the founder and CEO of Essentia Analytics, a behavioral data analytics service that enables fund managers to capture rich data about their own behavior and its context. Essentia analyzes trading history to help managers overcome common behavioral biases and optimize their trade entry and exit on positions.  Cameron is the Founder and CEO of Alpha Theory, a fintech company that helps investment managers optimize their position sizing process.  By creating a disciplined, real-time process based on a decision algorithm with roots in actuarial science, physics, and poker, Alpha Theory takes the guessing out of position sizing and allows managers to focus on what they do best - picking stocks.  Our conversations cover the founding of their respective businesses, the mistakes portfolio managers commonly make, the tools they employ to help managers improve, and the challenges they face in broader adoption of these modern tools.  The good news is the clients of Essentia and Alpha Theory have demonstrated improvement in their results after employing these techniques.  If you ask Clare and Cameron, you may come a whole new appreciation about the potential for active management going forward.  You can learn more about these two innovative companies at essentia-analytics.com and alphatheory.com.   Learn More Join Ted's mailing list at CapitalAllocatorsPodcast.com Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast   Show Notes Clare (2:26) 2:29 – Clare’s path to founding Essentia  5:42 – What makes data science of investing revolutionary in the past five years  6:25 – The pitch for Essentia’s tools  7:57 – How do you use data to get into the behaviors that work and the ones that don’t             8:06 – Michael Mauboussin podcast episode             8:10 – Annie Duke podcast episode  11:03 – Specific tenants of behavioral finance  12:39 – Parts of the portfolio process that they explore  14:20 – How do you actually convince people to change behavior  16:17 – The nudges built into the system  21:26 – How much data is needed to be able to help improve performance  22:16 – Most interesting data set that a portfolio manager has tried to get to improve their performance  24:21 – Is there consistency in people’s patterns  27:08 -  The hardest part of convincing someone to become a client  29:16 – What other places does Essentia plan on expanding  30:42 – Given all of the data that Clare has seen, what’s her outlook on active management 32:39 - Closing questions for Clare  Cameron (37:58) 38:02 – Cameron’s background and the founding of Alpha Theory  38:35 – What problems does Alpha Theory looks to solve             38:49 – Psychology of Intelligence Analysis (Richard Shure)  40:13 – The mistakes he sees portfolio managers make  42:29 – What tool does Alpha theory is provide to portfolio managers  44:17 – What changes in the portfolio manager’s implementation  47:27 – What have been the outcomes when people implement Alpha Theory  51:58 -  Are there different firms or type of firms that are better at picking stocks  56:36 - The Concentration Manifesto  1:00:25 – How they calculate batting average of allocators 1:01:41 – Where else could this tool be applied 1:03:31 – What questions should allocators be asking of managers 1:05:09 – How much does the input of information impact the outcome 1:06:42 – What other research has Cameron been able to do based on this data 1:08:56 – Biggest challenge in running this business   1:11:23 – Closing questions for Cameron

In episode #267, Clare Flynn Levy is founder and CEO at Essentia Analytics, a software firm that allows fund managers to capture data about their own behavior so they can improve their investment processes. In this interview, she discusses a fundamental problem that investment professionals share: they sell skill, but get paid for performance, and yet the two are not the same. Ms. Levy explains how and why it’s important for fund managers to keep track of their investment processes so they can learn to avoid, or minimize, behavioral biases in the future.