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 | 17.72% | 4.74% | 12.98% |
| Trendrating Europe Growth | 18.72% | 4.74% | 13.98% |
| Trendrating Europe Value | 11.92% | 4.74% | 7.18% |
| Name | 10 Years Yearly Index Performance | 10 Years yearly S&P 500 Performance | Yearly Difference |
|---|---|---|---|
| Trendrating US | 19.93% | 11.39% | 8.54% |
| Trendrating US Growth | 18.08% | 11.39% | 6.69% |
| Trendrating US Value | 18.74% | 11.39% | 7.35% |
Data as of: May 28,2021
