Clare Flynn Levy - Good Behavior, Good Returns?

Standard Deviations with Dr. Daniel Crosby

Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

3M ago 34:07

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?

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published 3M ago