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?

Links

  • Clare Flynn Levy on LinkedIn
  • Behavioral Alpha
  • Essentia Analytics

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  • Meet Dr. Daniel Crosby
  • Check Out All of Orion’s Podcasts
  • Power Your Growth with Orion

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