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.
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.