Manage the increased risks of the new market cycle.

Profit from the opportunities offered by performance dispersion.

If you feel frustrated by the poor contribution of the data and tools you use in supporting your investment decisions, then it is time to consider expanding your information flow with advanced market intelligence. Smarter data = smarter decisions.

The new regime of low returns is expected to last years if history is any guide.

The majority of research and analytics is ineffective in the absence of a bull market.

It’s time to hold research and technology providers accountable.

Updating the battle plan with more robust solutions is imperative.

You deserve more. You can expect more from a technology provider. We may have what you need.

Trendrating’s superior analytics and technology can give you a critical edge to better control risks and spot investment opportunities quickly.

Our proprietary analytics seamlessly complements fundamental research.

Benefits in adopting Trendrating into your investment process are mission critical:

  • Improved performance.
  • More effective risk control.
  • Full transparency.
  • Enhanced compliance.
  • Time saving.
  • Cost reduction.

The New Market Regime - Challenges and Opportunities

The current market cycle points to low returns and high volatility for the next few years.

Passive investors can expect disappointing returns from indices, but active managers can still outperform.

The solution is profiting from the performance dispersion across stocks.

Advanced analytics and leading-edge technology can provide the insights to successfully navigate the new market regime.

2022 Performance Dispersion Facts: Top 25% Performers (Average Performance) Bottom 25% Performers (Average Performance)
S&P 500 Performance: -19% +22% -44%
STOXX Europe 600 Performance:-13% +26% -34%

How can money managers spot the winners at an early stage?

What valuable insights are necessary to identify the outperformers, and reduce the risks of picking the losers?

The top performers seem to share two key factors:

Rock-solid fundamentals and a consistent buying pressure.

Analyzing fundamentals is a well established discipline.

Assessing the aggregated investor money flow in and out of stocks requires an objective, pragmatic and well-tested methodology to measure the direction and quality of price trends, as trends are the compound of buying vs. selling flows.

If solid fundamentals are not validated by a positive price action then the disconnection highlights a risk.

Trendrating serves hundreds of premier asset managers, that gain critical market intelligence and actionable insights via our advanced analytics and leading-edge risk control technology.

Our solutions are designed to complement any investment process in order to safely navigate in the new market regime without changing your approach.

    Request your 15-minute demo session today!


    Validation and Ranking - Enhance your selection process for maximum performance.

    The challenge. Selecting and validating what stocks to buy or hold should take into consideration several factors. A key factor if the actual price trend. Neglecting a sound assessment and respect of the current trend direction is the primary cause of underperformance. Omitting a pragmatic sanity check of the evident price evolution is a high-risk choice. A systematic, objective, well tested methodology can fill this intelligence gap.

    The solution. Use Trendrating to validate investment ideas, as the confirmation of a positive trend in motion adds strength to the decision and reduces the risks. When considering a list of stocks to buy, Trendrating can add an extra layer of trend quality ranking to select the best opportunities.

    Risk control - Stay on top of trend reversals.

    The challenge. There is an element of risk that some investors ignore – the trend risk. It is the risk of holding a stock that starts turning down, proving that the selling pressure outweighs the buying interest, and may well experience a bear trend, whose extent is uncertain. Managing multiple portfolios makes it difficult to oversee all the holdings and spot in time negative trend reversals that generate new risks.

    The solution. Use Trendrating to efficiently monitor the equity exposures, via prompt alerts in case of emerging trend risks in any security. A downgrade points to a high probability of more damage to follow.

    New investment ideas - Spot opportunities at an early stage.

    The challenge. Monitoring an investment universe is time consuming. New investment ideas are often generated a bit late, after an obvious positive trend started. The outcome is missing profitable opportunities or being late for lack of timely information.

    The solution. Use Trendrating to quickly spot the start of a bull trend in any stock within the investment universe of your interest. You are then alerted in time to profit from the potential rise, and decide if the opportunity fits your investment rules.

    Sectors and market allocation - Discriminate and exploit trend strength.

    The challenge. The allocation framework can generate higher returns if also optimized on the specific strength across markets and sectors. A sector where a large part of the stocks are in a bull trend, is more appealing than a sector with only a few stocks rising. However, how can one measure and compare the aggregated strength of any sector to maximize the upside potential and reduce risks?

    The solution. Use Trendrating to calculates the aggregated rating for any list of stocks. It provides consistent, objective metrics to enhance the allocation with a layer of trend validation.

    Strategy design and validation - Give a boost to your strategy and document the value.

    The challenge. Any investment strategy can unquestionably be improved at any time. However, designing, testing, optimizing and validating an active strategy requires a rich data set and state-of-art technology.

    The solution. Trendrating developed a solution that makes this critical and complex task easy and fast. Use Trendrating to construct investment strategies, combing rock-solid fundamentals and the company proprietary trend discovery analytics, to obtain a solid blend of quality and pragmatism. The user can design his/her own strategy, defining the rules and the parameters from an extensive library of data and indicators. It is then easy to run a test for up to 15 years of history, optimize the parameters to maximize the performance, document the results, and finally execute.

    New products launch - Disrupt and grow.

    The challenge. The new market cycle is changing the game for product issuers. The end of the 12 years bull market will expose the inadequacy of many investable products that prospered in the good days. As investors realize that a passive product can be a source of repetitive losses, they will shift assets elsewhere. Therefore, the opportunity is filling the inevitable future demand of intelligent products, that can deliver alpha also in a low to negative returns cycle that can last years.

    The solution. The way forward is advanced active management, profiting from the recurrent performance dispersion inherent in any investment universe, across different market cycles. Farsighted operators launching innovative products, will capture a significant share of the assets reallocation at the expense of those that will persist with a conventional offer range, detached from the new course. Use Trendrating to design products combining the best of fundamental analysis, and a safe proprietary trend validation filter, enabling a more robust investment story.

    Our Range of Solutions

    Alternative data, advanced analytics and leading-edge technology delivering alpha.

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    Trendrating and its content is for investment professional use only and is not intended for the retail investment public.

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