THE FUTURE OF ACTIVE EQUITY PORTFOLIO MANAGEMENT IS HERE GAIN A CRITICAL EDGE AND EXPAND YOUR MARKET INTELLIGENCE

RATING PRICE TRENDS IS NOW A MUST HAVE FOR ACTIVE MANAGERS

Why? Stock prices may or may not reflect the underlying fundamentals of companies. Stock prices may or may not behave as experts and analysts forecast. Stock prices may or may not be correlated to any possible rationale outlook. That’s the tough reality of stock markets and that is why still too many active managers underperform the relevant benchmark.

Therefore an unbiased, objective, disciplined “reality check” about the “actual trends“ is critical to deliver superior performance on a consistent basis.

Disregarding real trends and dismissing the importance of respecting price action is a recipe to underperformance for many managers.

Markets are getting more complex and trends are governed by the money flow driven a variety of factors, that fundamental data alone cannot capture.

Adding a layer of intelligent “trend valuation” is a rock-solid choice, as it validates ideas and provides an extra level of quality and risk control that has a direct impact on investment performance.

It is so obvious. If you want to capture the best opportunities and  profit from trends, start evaluating the actual price developments.

Trendrating invented a way to rate price trends with a time horizon of 6-to-18 months, that now is a must have to thousands of portfolio managers worldwide.

Trendrating makes extremely simple to assess the direction and quality of trends with a fully actionable proprietary rating system.

See how you can gain a strategic edge with measurable value using our unique range of solutions.

THE OPPORTUNITY OF PERFORMANCE DISPERSION

The Trendrating system enables active fund managers to improve the performance and control risks. Trends are there all the time, equity markets display an incredible dispersion of performance as showed in the below tables. This is a fantastic opportunity for investors, to capture a large part of the top performers and avoid most of the bottom performers using Trendrating. This allows active managers to outperform passive benchmarks that are just a mathematical combination of both winners and losers.

The dispersion of performance for the 12 months ending on September 1st 2020:

STOXX Europe 600 Performance* S&P 500 Performance*
Index -6.45% Index +16.39%
Top 25% +48% Top 25% +47%
Middle 50% -4% Middle 50% +1%
Bottom 25% -37% Bottom 25% -35%

Trendrating’s unique & innovative trend capture methodology provides investment managers a framework for outperforming their benchmarks and to prove that active management can be smarter than benchmark tracking passive strategies.

How many of the top 25% performers did you capture? We can help.  

DISCRETIONARY

SYSTEMATIC

Our range of solutions

Alternative data, advanced analytics and smart technology delivering alpha. Measurable, Actionable, Repeatable.

ADVANCED ANALYTICS DATA FEED

PERFORMANCE MANAGEMENT PLATFORM

SYSTEMATIC MANAGEMENT SOLUTION

PORTFOLIO SENTINEL (PLUS)

Our Clients

We serve professional investors that strive for constant improvement, aim at delivering superior value, who understand the importance of not missing opportunities offered by new data and advanced technology and are in tune with an evolving world.

ASSET MANAGERS

Maximize returns and improve risk control

WEALTH MANAGERS

Enrich your service and improve client satisfaction

FUND MANAGERS

Leverage advanced analytics to beat your benchmarks

RISK MANAGERS

Expand your risk management capabilities with intelligent complimentary analytics

ADVISORS

Offer more proactive and accurate advice to your clients

VALUE INVESTORS

Enhance your value strategy with an overlay of momentum

A few selected names:

HOW TO USE IT

ABOUT US

Trendrating was created to provide better tools to maximize investment performance and improve risk control. We bring additional intelligence and measurable value to the existing decision processes. Superior performance and financial success come from discipline and a systematic reality check of assumptions. Bias, emotions, market noise and overconfidence may severely limit a manger’s ability to perform.

OUR PARTNERS

Trendrating key strategic partners include Bloomberg, Euronext, Factset, Harvest, CFA, Data In Harmony and Chalice.

RESEARCH & INSIGHTS

Awards

Forecasting trends is close to impossible.
Following trends is possible and lucrative.

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