WealthTech Views Report Powered by The Wealth Mosaic Introducing Trendrating Company overview The founders of Trendrating have 25 years of experience in building models and software for asset and wealth managers, with a successful track record of providing innovative, world class solutions. The core team includes a seasoned group of passionate developers, mathematicians, and quants....Read More
The active management of equity portfolios and funds has been facing increasing challenges over the past 10 years. According to statistics, 88% of all domestic stock fund managers underperform the broad S&P Composite 1500 Index over that period (S&P SPIVA Report). The biggest contributing factor to this underperformance is an over reliance on “old school”...Read More
Introduction Investors have demonstrated a stated preference for Value as an investment style but Value’s underperformance since 2007 is beginning to shake this belief. In this short article, we summarise various arguments that have surfaced recently in an attempt to explain the demise in the value premium. Interest Rate Regime A powerful argument that explains...Read More
Trendrating provides the necessary advanced analytics and tools to gain a more intelligent synchronization to the actual price trends, filtering out the noise and the biases. Seasoned fintech entrepreneur with more than 25 years’ experience in building world class companies in portfolio analytics and investment strategies modelling, Rocco Pellegrinelli, CEO, Trendrating is the design and...Read More
The financial services industry has been permanently changed by technology. Gone are the days in which customers had to drive to their local banks to make transactions or manually balance their checkbooks. Fintech has made managing finances simple, with access to all kinds of accounts just a click away. In such Trendrating is addressing the...Read More
The current economic scenario is producing a quite extreme “performance dispersion“ across stocks. Here below is the distribution of the average performance for large cap stocks listed in US and Europe over the last 6 months. The delta of performance between the top 25% performers and the bottom 25% is as wide as 90% in...Read More
Russell 3000 Performance Dispersion Gap Has Closed Significantly Over Past Six Months The price performance gap of stocks that constitute the top and middle tiers of the Russell 3000 continued to shrink in August. The top 25% of constituents in the Index had a combined average performance return of 206.52% six months ago, while the...Read More
Top 2020 Articles From The Institute For Innovation Development One thing that the history of innovation teaches us is that it is not just new technology that is needed, but how you use that technology in relation to your particular challenges that is the key to adopting to change. Many times, combining the best of...Read More
US Large Caps Show Wide Performance Dispersion in July There was a wide gap of price performance for US Large Caps last month, with big name technology stocks boosted by better than expected earnings, and major health care providers leading the way. The top fifty performing Large Caps had an average return of approximately 20%...Read More
Measuring Performance Dispersion after the Russell Rebalance The annual reconstitution of Russell Indices recently took place, an event that have influence on over $9 trillion in assets benchmarked to this family of indices. What exactly did this year’s shake up mean to investors? This recent rebalance underlines an increasing disparity between large and small cap...Read More
