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Clare Flynn Levy - Good Behavior, Good Returns?

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Manage episode 433064737 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Connect with Us

Compliance Code: 1385-OAS-5/31/2024

  continue reading

329 episodes

Artwork
iconShare
 
Manage episode 433064737 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

Connect with Us

Compliance Code: 1385-OAS-5/31/2024

  continue reading

329 episodes

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