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In an investment environment characterized by volatility and an overload of noise, investment managers are under increasing pressure to deliver results that outperform the market. When you look at 2020 investment performance, open-end funds had the worst track record in recent memory losing $317 billion in outflows. At the same time, exchange traded funds (ETFs)...
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Fund managers are finding it increasingly difficult to deliver profit from investments that outperform market baselines. There is an increase in noise and volatility and the old rules of investing don’t apply in the same way as they used to. New factors, such as momentum trading, are having a dramatic impact on pricing trends; investment...
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[The nature of markets evolve and change. What is driving today’s volatile markets are increased uncertainty, complexity, huge institutional money flows, sentiment and social media. In this current environment it has become important to pay more attention to and have respect for price trends. That is because these trends can make a substantive difference in...
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Price trends that can make a difference in the annual performance of an actively managed portfolio cannot be captured with metrics, analytics and research that disregards the impact of the big money flow in and out of individual stocks. Fundamental analysis alone proves to be of little help to the mutual fund industry performance, where...
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Successful investing is all about exploiting trends. Trend analysis is fast becoming an essential part of the investment process regardless of the investment style. The time is now for those missing out to incorporate trend analytics into their work flow. Adding trend analytics helps managers follow the Golden Rule of successful investing – let your...
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WealthTech Views Report Powered by The Wealth Mosaic Introducing Trendrating Company overview The founders of Trendrating have 25 years of experience in building models and software for asset and wealth managers, with a successful track record of providing innovative, world class solutions. The core team includes a seasoned group of passionate developers, mathematicians, and quants....
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The active management of equity portfolios and funds has been facing increasing challenges over the past 10 years. According to statistics, 88% of all domestic stock fund managers underperform the broad S&P Composite 1500 Index over that period (S&P SPIVA Report). The biggest contributing factor to this underperformance is an over reliance on “old school”...
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Introduction Investors have demonstrated a stated preference for Value as an investment style but Value’s underperformance since 2007 is beginning to shake this belief.  In this short article, we summarise various arguments that have surfaced recently in an attempt to explain the demise in the value premium. Interest Rate Regime A powerful argument that explains...
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Trendrating provides the necessary advanced analytics and tools to gain a more intelligent synchronization to the actual price trends, filtering out the noise and the biases. Seasoned fintech entrepreneur with more than 25 years’ experience in building world class companies in portfolio analytics and investment strategies modelling, Rocco Pellegrinelli, CEO, Trendrating is the design and...
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The financial services industry has been permanently changed by technology. Gone are the days in which customers had to drive to their local banks to make transactions or manually balance their checkbooks. Fintech has made managing finances simple, with access to all kinds of accounts just a click away. In such Trendrating is addressing the...
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