About Us

The people

The founders have 25 years of experience in building models and software for asset and wealth managers, and a successful track record of providing innovative, world class solutions. The core team includes a seasoned group of passionate developers, mathematicians, and quants.

Our vision

We want to provide our customers with rock solid intelligence and tools that deliver alpha in an unquestionable, measurable way.

The majority of research and analytics providers does a poor job at delivering real value to portfolio managers. The return on investment on research content and tools is mediocre at best on improving investment performance. Most content is read out of habit and offers minimal effect.

Time for a change! 

We serve customers that strive to deliver as much value as they can for their clients. We want customers that believe that there is always room for improvement in any strategy and in any investment decision process. We search for customers that are competitive and open minded to consider any innovative solution that can offer a strategic edge in the battle for maximizing the performance. We respect customers that understand that even their existing investment approach can benefit by adding an extra layer of intelligence.

Message from our CEO

The enemies of excellence are skepticism and inertia.

Skepticism against the new. Rejection of innovative ideas and methodologies due to fear of change. Often we hear, “I’ve seen many new things and they’re all worthless!” Well, maybe you’ve seen many things, but you didn’t see everything. Once in a while, a new idea comes around that delivers valuable innovation worth serious consideration.

Inertia prevents making small changes and adjustments to the status quo. Inertia blocks any potential improvement, despite the fact that anything can be always improved by definition. The skeptic says, “ I have my way to do things, why should I change?” What if the change delivers better results? You still won’t consider it? What about your obligations to always provide your clients with the best possible service? Are you truly delivering on what your promise?

Skepticism and inertia are the main causes of the chronic underperformance of most active managers.

The asset management industry is rapidly evolving after years of stalled repetition of old school approaches and methodologies. Those who survive will be the ones who put fear of change aside and quickly adopt the best in class innovation. These forward-thinkers will profit from new tools that incorporate advanced analytics, models, and technology. The rest will be held hostage by skepticism and inertia.

LET’S BET ON WHICH TYPE OF PORTFOLIO MANAGER WILL GROW AND PROSPER.

Our mission is to help smart people to succeed and beat the competition. Just ask our customers.

Warm Regards,

Rocco Pellegrinelli – Founder & CEO

Management

Rocco Pellegrinelli

Founder, CEO

Rocco Pellegrinelli began his career as a portfolio manager. He has been a successful entrepreneur in the technology sector for the past 20 years. He created Brainpower in 1996 and as Chairman and CEO, established it as one of the top portfolio management systems globally. After taking the company public on the Frankfurt Stock Exchange in 2000, Brainpower was acquired by Bloomberg in 2006. His vision “Many analytical tools makes sense, but do they also make money? It is time to bring real value to fund managers”.​​

Sandro Bottarelli

Co-Founder, CTO

Sandro Bottarelli is an expert in physics and engineering. He was formerly Chief Development Officer at Brainpower. His analytics models became the core of Bloomberg’s Portfolio Analytics offering. While at Bloomberg, he was Manager of the Portfolio Analytics R&D division. He graduated magna cum laude in Science from the University of Milan.​ His motto is “The value of an idea lies in the using of it”. Thomas A. Edison​

Roland Jordan

CRO

Roland has over 25 years experience in the global capital markets having held roles at leading investment banks and software vendors. After roles at Credit Agricole and Deutsche Bank, Roland held senior product, business development and sales roles at a number of leading software vendors including Misys, Calypso and IHS Markit. Most recently he was Head of EMEA and APAC for an analytics and risk management provider and drove their transition from being a best of breed offering to that of an enterprise solution and the resultant increase in revenues which flowed from that.

John Coulter

Managing Director, North America

John has spent his entire career growing innovative fintech companies. In 1995 he co-founded TRIAD, the equities IOI management system which was one of the first commercially available FIX engines, later acquired by Reuters. John was also President and COO of Javelin Technologies, the world’s leading FIX engine vendor with over 350 customers, acquired by NYFIX in 2002. He then served as VP of Corporate strategy with Silicon Valley based Vhayu, acquired by Thomson Reuters in 2009.
John graduated from Fairfield University with a BA in English & Journalism and is a devoted Little League baseball coach for his two sons.

Arun Soni

Global Head of Strategy

Arun has over 11 years experience in positioning financial data and software solutions in the EMEA Asset Management space for firms such as Northfield, S&P, Axioma, and Barra. He has supported and sold solutions ranging from risk management tools to quantitative research platforms for asset classes spanning equity, fixed income, and multi-asset class.
Prior to his sales incarnation, Arun followed an entrepreneurial path by co-founding a technology venture in outsourced development services and Arun’s career began in investment research with roles in quantitative equity research at Morgan Stanley (UK) Ltd. in London and at Commerzbank Asset Management in Frankfurt. His primary expertise is in the construction of stock selection models and in systematic portfolio construction methods that include portfolio optimization.
Arun holds a Master of Science in Finance and a Bachelor of Science in Accounting.

Amar Morjaria

New Business EMEA & Asia Pac

Amar has over 12 years’ experience in providing financial technology solutions to financial institutions. He spent 7 years at Bloomberg in New Business and Relationship Management helping generate revenue across Bloomberg’s Core Terminal business in the Nordics and London. He is an Equities specialist and has extensive knowledge of pre trade, in trade and post trade decision support trading analytics within Portfolio, Execution and Order Management systems. He has positioned these complex and innovative solutions to Global Asset Management firms, Banks and Brokers. Amar has most recently worked at start up OTAS Technologies, a Liquidnet company, as a Sales Director leveraging his existing relationships with responsibility for revenue growth across EMEA & Asia Pac. Amar holds a B.A in Economics & Financial Services.

Dan Brady, CFA

VP of Sales – Wealth Management

Dan has over 6 years’ experience in providing investment products and analytics to investment professionals. He is responsible for building and expanding partnerships with wealth management firms across the US. Prior to Trendrating, he worked with MFS Investment Management in selling actively managed mutual funds to financial advisors. Dan graduated from Bentley University with a B.S. in Finance and earned his CFA Charter in 2017.

Antonio Marinelli

Country Sales Manager – Italy

Antonio is a qualified Senior Sales Manager with more than 17 years of experience in the sales of information technology solutions. He has a solid sales track record of complex and innovative portfolio management analytics in the Banking, Asset Management and Wealth Management sectors. Prior to that, he worked 7 years in the sales divisions of international automotives and optoelectronic fields for high level companies. He graduated in Physics from University of Milan.

Offices

London

Octagon Point – 5 Cheapside
London, EC2V 6AA
United Kingdom
Phone +44 (20) 3823 2215
Email info@trendrating.net

Boston

60 State Street
Suite 773
Boston, MA 02109
Phone +1 508-315-6313
Email info@trendrating.com

Lugano

Via Cantonale 19
Lugano, CH-6900
Switzerland
Phone +41-91-91-06-590
Email info@trendrating.net

Our Clients

Our best-in-class solutions are used by over 100 buy-side institutions in the UK, Europe, Asia and North America. Our clients include asset managers, wealth managers, mutual funds, hedge funds, pension funds, advisors, trusts and family offices.

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