About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Northern Trust Invests in Essentia Analytics to Optimise Decision Support with Behavioural Science Capabilities

Subscribe to our newsletter

Northern Trust has taken a minority equity stake in behavioural data analytics vendor Essentia Analytics. The deal means that Essentia Analytics’ cloud-based solution, which brings together historical data and behavioural science to identify and address biases that impact investment performance, will be offered through the Northern Trust Whole Office platform, which facilitates client access to new technologies, services and solutions across the investment lifecycle.

Essentia Analytics combines data analytics, client-driven ‘nudges’ and specialist behavioural coaching to provide a feedback loop for active investment decisions. It is designed to help investment teams understand where and why they succeed and where their blind spots are, and delivers the framework to enable a cycle of continuous improvement.

“This is about improving the decision-making process with portfolio managers,” says Paul Fahey, Head of Investment Data Science at Northern Trust. “How can we help make them better at what they do? Essentia’s behavioural analytics helps managers understand the decisions they are making that adds – or potentially destroys – alpha, so they can be more consistent.”

The investment in Essentia is the latest in a number of alliances Northern Trust has entered into since launching its Whole Office strategy, including taking an equity stake in Equity Data Science (EDS) and partnering with Two Sigma/Venn earlier this year.

Essentia is targeted at active investment managers rather than systematic or quant funds, and utilises both data and human elements, says Fahey. “The platform compares a manager’s current activity with their historical activity, and provides nudges where they might want to take another look at a position. One of the benefits of this relationship is that for Northern Trust clients, we can feed the trading history to Essentia, and using their technology and their algorithms, perform behavioural analytics based on all of that trading history. Essentia also provides coaching from experienced portfolio managers, so there’s that human element as well, it’s not just all about the data. This is more about augmented intelligence.”

Northern Trust is now working closely with the Essentia team as they roll out the system.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Data platform modernisation: Best practice approaches for unifying data, real time data and automated processing

Date: 17 March 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Financial institutions are evolving their data platform modernisation programmes, moving beyond data-for-cloud capabilities and increasingly towards artificial intelligence-readiness. This has shifted the data management focus in the direction of data unification, real-time delivery and automated governance. The drivers of...

BLOG

SIX Selects Aquis Technologies to Harmonise Trading Platforms and Partners with viaNexus to Enhance Market Data Distribution

SIX, the operator of the Swiss and Spanish stock exchanges, is embarking on a significant technological transformation, announcing two strategic technology initiatives set to reshape its trading and data distribution infrastructure. Following its completion of the Aquis acquisition earlier this year, the group has now selected Aquis Technologies to harmonise its trading platforms across all...

EVENT

TradingTech Summit London

Now in its 15th year the TradingTech Summit London brings together the European trading technology capital markets industry and examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

Managing Valuations Data for Optimal Risk Management

The US corporate actions market has long been characterised as paper-based and manually intensive, but it seems that much progress is being made of late to tackle the lack of automation due to the introduction of four little letters: XBRL. According to a survey by the American Institute of Certified Public Accountants (AICPA) and standards...