This 4.5 hour certification course provides participants with an overview of methodologies for measuring investment decision-making skill, a tutorial on each analysis on the Essentia Insight platform, and valuable tips for putting Behavioral Analytics to work in the context of your team’s own investment process.

Learning Objectives:

Upon completion of the certification course, learners will be able to:
- Evaluate the performance of a portfolio manager through a behavioral lens
- Assess fund manager skill across the canonical nine different skill types
- Judge the quality of different types of investment decision making through appropriate categorizers, filters, and reports
- Identify patterns and insights about what is and what is not working for a given fund manager
- Develop and test new hypotheses about fund manager behavior
- Connect nudge responses with performance and other portfolio metrics
- Utilize the Essentia Insight platform to answer questions fund managers care about