Trendrating indices incorporate a “trend validation” methodology to strategies based on value, growth and large cap selection parameters. The positive differential vs. the benchmark is documented and validated by the calculation agent – Solactive, with a 10 years statistical evidence.
Trendrating indices wants to demonstrate that adding a layer of intelligent “trend validation and selection” to whatever investment strategy can generate alpha and beat the benchmarks in a consistent fashion.
Trendrating “Strategy Management Solution” enables to design, test, optimize, validate and document bespoke active equity strategies using a rich set of data including fundamentals, quantitative and trend parameters from which the user can select the desired combination.
Discover more about Trendrating Strategy Management Solution.
| Name | 10 Years Yearly Index Performance | 10 Years yearly STOXX 600 Performance | Yearly Difference |
|---|---|---|---|
| Trendrating Europe | 17.87% | 4.93% | 12.94% |
| Trendrating Europe Growth | 19.48% | 4.93% | 14.55% |
| Trendrating Europe Value | 11.79% | 4.93% | 6.86% |
| Name | 10 Years Yearly Index Performance | 10 Years yearly S&P 500 Performance | Yearly Difference |
|---|---|---|---|
| Trendrating US | 20.41% | 11.85% | 8.56% |
| Trendrating US Growth | 18.18% | 11.85% | 6.33% |
| Trendrating US Value | 18.64% | 11.85% | 6.79% |
Data as of: July 30, 2021
