Biography
Clare Flynn Levy is CEO and founder of Essentia Analytics, a leading provider of behavioral analytics services to professional investors and allocators of capital. Essentia’s proprietary manager assessment methodology, the Behavioral AlphaⓇ Benchmark, employs a rigorous decision attribution framework to help managers and allocators identify and interpret demonstrated investment skills in equity portfolio managers. Prior to founding Essentia, Flynn Levy spent 10 years as a fund manager, in both active equity, running over $1 billion of pension funds for Deutsche Asset Management, and hedge, as founder and CIO of Avocet Capital Management, a specialist tech fund manager.
Investment managers are being caught off guard by tougher questions from an increasingly sophisticated allocator market. Are you prepared for your next beauty parade?
As portfolio managers, being able to show our investors — with data-driven evidence — that we know exactly what we are good at and the steps we are taking to improve goes a long way.
The most important portfolio manager skill metric is often overlooked.
Where is the common ground between quant and fundamental investing?
What makes a good fund manager? A willingness to learn, from your own success and failures, but also from the wisdom of those who came before you.