Clare Flynn Levy

Clare Flynn Levy, Founder and CEO of Essentia Analytics, shares her insights on the behavioral alpha score, a groundbreaking metric for assessing investor decision-making skills. She emphasizes the decline of traditional alpha generation methods and the importance of understanding one's decision-making processes. Clare delves into how emotional biases, such as loss aversion, affect investment choices and the need for structured evaluation over varying timeframes. She also discusses the evolution of fund selection metrics and the growing importance of transparency in investment management.

Clare Flynn Levy, founder of Essentia Analytics, shares lessons on evaluating investment managers and improving as investors. They discuss early experiences shaping investors' approach, common mistakes made by managers, evaluating managers and the role of data, exploring AI in evaluation, challenges for asset managers, analyzing wealth creation, and the importance of decision-making quality in evaluating managers.