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.

  Trendrating Rationale

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.

Awards

‘Middle East Wealth-Tech Forum Bronze Sponsor’ – Verve Management – 2021

’10 Best Innovative Leaders of 2020′ – DigiTech Insight – 2020

’30 Most Influential Companies of The Year’ – CIO Bulletin – 2020

‘Top 10 FinTech Solution Providers to Watch in 2020’ – Industry Tech Outlook – 2020

’10 Most Inspiring CEOs to Watch in 2020′ – Industry Tech Outlook – 2020

‘Top 10 Portfolio Analytics Solution Providers’ – Capital Markets CIO Outlook – 2019

‘Most Innovative Technology Provider’ & ‘Best Research & Data Provider’ – HFM Awards – 2014

Testimonials

“I’ve just won the firm’s annual nationwide stock picking contest and used Trendrating to do it!”
(US wealth manager)
“I use it every day, I enter client portfolios and get daily updates on them. I always looked at how a stock is ranked before buying it!”
(Swiss asset manager)
“I have found the service very valuable for using the downgrades to identify sell candidates!”
(UK fund manager)
“We are delighted to announce this partnership with Trendrating and the launch of the Momentum Risk Monitor service. We believe that this data will be invaluable in helping asset managers to better manage the risk exposure of their portfolios.”
(Michael Hodgson, Head of Market Data at Euronext)
“Institutional investors who integrate trend capture analytics into their decision process can benefit from more accurate trend assessments.”
(Tom Myers, Founder & Principal at DIH)
 
“We are pleased to add yet another incredible technology enhanced offering to the Chalice marketplace and provide significant value to our members with the addition of Trendrating.”
(Keith Gregg, Founder & CEO at Chalice Network)
 
“We are always looking to enhance the breadth of services available to Bloomberg Terminal users through the APP Portal with new and innovative providers. Trendrating’s Portfolio Sentinel achieves that with their advanced analytics complementing our existing services while adding value for our Terminal subscribers. We are delighted to have Trendrating on-board.”
(Mike King, Global Head of The Bloomberg App Portal)

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.” Rocco believes that the asset and wealth management industry needs to evolve toward higher standards of value to clients, efficiency and cost effectiveness. Adopting new data and sophisticated tools is the only solution. He launched Trendrating with the mission to provide innovative analytics and technology that deliver alpha in a measurable, actionable and repeatable way. In 2020, Rocco has been nominated as one of the “10 Most Inspiring CEOs to Watch” by Industry Tech Outlook, as well as one of the “10 Best Innovative Leaders” by DigiTech Insight. Rocco is also a Nasdaq contributor.

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.

Amar Morjaria

Head of Sales EMEA & Asia Pacific

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.

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.

Scott Bowman

Senior Sales Executive, North America

Scott came to Trendrating from eVestment, where he worked with many of the largest institutional investors across North America. During his time at eVestment, he was responsible for expanding new business relationships across their allocator segment which included family offices, wealth managers, pensions & endowments, and investment consultants. Prior to eVestment, Scott held several positions in a sales capacity at Vanguard. Scott graduated from Georgia Southern University with a BA in Finance and currently resides in Salt Lake City, Utah.

Shiv Nathwani

Senior Solutions Consultant

Shiv has 10 years’ experience in representing portfolio management, strategy and research teams across all major asset classes. At Trendrating he is responsible for leading the engagement with investment managers and advisors to harness the power of our technology solutions to deliver superior investment outcomes. Prior to joining Trendrating, he worked as a Portfolio Specialist within the Investment Solutions Group at State Street Global Advisors, as the conduit between fund management and distribution activities. Shiv holds a BSc with Honours in Politics and Economics from Brunel University London.

Jay Goldenstein

Sales Director, North America

Jay Goldenstein brings to Trendrating a very accomplished career on both the financial business side as well as vendor services. He spent over 12 years working for Credit Suisse in NY in a variety of roles including buyside equities trading, head of quant trading and head trader for equities, forex and index futures. Jay moved over to the vendor side eight years ago to sell for RavenPack when they first started out, as well as TIM Group, a research aggregation platform.

Offices

London

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

Boston

Trendrating Inc.
6 Liberty Square, 6100
Boston, MA 02109
USA
Phone +1 508-315-6313
Email info@trendrating.com

Lugano

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

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