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

’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)

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. Rocco has been nominated by Industry Tech Outlook as one of the “10 Most Inspiring CEOs to Watch in 2020”.

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.

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.

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

New Business 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.

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.

Michael Dean Jr.

Director, Account Manager

MJ has a diverse background combining his many years of financial sales experience with an advanced degree in clinical psychology. He is responsible for managing current clients and developing new opportunities within the United States. MJ began his career in finance at State Street working with alternative investment firms. He then joined a boutique placement agent, raising capital for private market funds. MJ graduated with a B.A in Psychology from the College of the Holy Cross and an M.A. in Clinical Psychology from the University of Hartford.

Neil Kapadia

New Business Development & Sales – EMEA & Asia Pacific

With over 8 years’ experience in capital markets, Neil joined Trendrating in May 2019 to strengthen the New Business Sales team in London. As a specialist in financial markets and deep understanding of the investment management process, he is responsible for positioning and delivering investment technology solutions to Asset and Wealth Management firms across EMEA and APAC. Born in Sydney, Australia, Neil previously held roles in trading within Equity Derivatives for UBS Investment Bank, serving Institutional Asset Managers and Hedge Funds in APAC. Most recently, he was a Business Development Manager for CareSuper Pension Fund in Sydney as a territory manager, where he generated net inflow and growth for the fund. Neil holds a Business Degree in Applied Finance & Economics from the University of Western Sydney.

Shiv Nathwani

Head, Client Solutions – EMEA & Asia Pacific

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.

Offices

London

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

Boston

51 Melcher Street
Boston, MA 02210
USA
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

About Euronext

Euronext is the leading pan-European exchange in the Eurozone, covering Belgium, France, Ireland, The Netherlands, Portugal and the UK.

With 1,300 listed issuers worth €3.4 trillion in market capitalisation as of end December 2018, Euronext is an unmatched blue chip franchise that has 24 issuers in the Morningstar® Eurozone 50 Index℠ and a strong diverse domestic and international client base. Euronext operates regulated and transparent equity and derivatives markets and is the largest centre for debt and funds listings in the world. Its total product offering includes Equities, Exchange Traded Funds, Warrants & Certificates, Bonds, Derivatives, Commodities and Indices. Euronext also leverages its expertise in running markets by providing technology and managed services to third parties. In addition to its main regulated market, Euronext also operates Euronext GrowthTM and Euronext AccessTM, simplifying access to listing for SMEs.

21st February 2019 – Trendrating, an expert in momentum trend capture, in partnership with Euronext, the leading pan-European exchange in the Eurozone, announces the launch of Momentum Risk Monitor, a powerful price trend analysis product that allows clients to enhance their risk monitoring process.

Momentum Risk Monitor captures shifts in momentum exposure faster and more intelligently with a robust momentum rating tool based on a powerful self-adjusting algo model. It helps clients address the challenge of analysing price trends accurately and objectively while its self-adjusting model efficiently filters out market noises.

Rocco Pellegrinelli, CEO of Trendrating, said: “We are honoured to join forces with a prestigious partner like Euronext. The business of asset management and wealth management is rapidly evolving toward higher standards of value to clients and operational efficiency. The Momentum Risk Monitor is part of this evolution, providing intelligent data that strengthens the investment process whilst delivering an edge in portfolio management and advisory.”

Momentum Risk Monitor is the second of a range of alternative data products that Euronext is launching this year, following the release of Macro Risk Insight earlier this month.

Michael Hodgson, Head of Market Data at Euronext, said: “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”.


| For more information, visit Euronext.com
| Follow us on Twitter Twitter.com/euronext

Trendrating Smart Momentum Reports Now Available on FactSet

Trendrating, a provider of innovative momentum factor analytics for global investment managers, announced the availability of weekly and monthly “Smart Momentum” reports on countries, markets, sectors and themes.

About FactSet

FactSet, a leading provider of financial information and analytics, helps the world’s best investment professionals outperform. More than 57,000 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet’s desktop analytics, mobile applications, and comprehensive data feeds.
The Company has been included in FORTUNE’s Top 100 Best Companies to Work for, the United Kingdom’s Great Places to Work, and France’s Best Workplaces. FactSet is listed on the New York Stock Exchange and NASDAQ (NYSE:FDS) (NASDAQ:FDS).


| For more information, visit FactSet.com
| Follow us on Twitter Twitter.com/factset

About Harvest

Over 8,000 of the world’s top investment firms trust Harvest to more efficiently communicate with existing, and prospective, clients and investors. In 2013, we launched Harvest Exchange – the first fully open community for verified investors and their firms to compliantly share unique investment expertise with a scalable targeted audience. Today, our community is comprised of over 200,000 investors including most of the world’s top asset managers, qualified buyers, financial advisors, research providers, and other investment organizations


| To follow Trendrating on Harvest, go to hvst.com

About CFA Institute

Trendrating is a proud supporter of The CFA Institute, sponsoring charter member events all over the world.


| For more information, visit CFA Program

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