Many family offices allocate the equity share of their wealth to different investable products managed by professional managers. Are those products delivering the expected value? Here are the comments we hear from our customers: “The performance of many funds and products we purchased is way behind.“ – (FO in Zurich). “If we sum the performance...Read More

Delivering superior performance consistently is the main challenge for many portfolio managers. The performance of many mutual funds and ETFs The statistics say that the industry of actively managed products does not deliver the value that it is supposed to produce. Over the last 20 years: 93% of funds underperformed the benchmark S&P Composite 1500....Read More

Commonly used data sources and traditional investment tools have proven to be ineffective. Many portfolio managers who aspire to achieve investment excellence have been challenged by inadequate support. They contend with subpar data, subjective research, and conventional tools, which can hinder their quest for strong risk-adjusted returns. The Trendrating platform enhances the discovery of fresh...Read More

[Professional investment management has always been challenged to validate and rank investment ideas, develop rule-based risk management, and design, test, and execute advanced investment strategies in their portfolio management and optimization efforts. This endeavor has been aided over time with the discipline of mathematics and technology. To address this ongoing evolution and the performance challenges...Read More

Delivering superior performance on a consistent basis is the main challenge for many portfolio managers. The performance of many mutual funds and ETFs. The industry of actively managed products seems failing to deliver the value that it is supposed to produce. Over the last 20 years: 93% of funds underperformed the benchmark S&P Composite 1500....Read More

The shifting dynamics of the market are exposing the inadequacy of some conventional data, tools, and methodologies in effectively navigating the increasing risks and achieving optimal performance. This juncture calls for a pragmatic reevaluation of traditional strategies. To gain insight into this, we asked the opinion of Rocco Pellegrinelli, the visionary founder & CEO of...Read More

Too often investors base their investment decisions on assumptions that the parameters and rules they use to select stocks are effective to deliver alpha. They make sense, but do they really make money? Did they have the opportunity to test them across a meaningful historical window and validate the hypothesis with robust evidence? Without hard...Read More

The new market regime is exposing the inadequacy of some conventional data, tools and methodologies in managing the increasing risks and delivering performance. It is time for a pragmatic reassessment of traditional strategies. We asked the opinion of Rocco Pellegrinelli, founder & CEO of Trendrating, an innovative wealth tech firm providing advanced analytics and sophisticated...Read More

Trendrating U.S. Performance Dispersion Navigator – January 2024 Performance dispersion is the opportunity. Here is the performance of the S&P 500 index over the last three years: up 27% in 2021, down -19% in 2022 and up 24% in 2023. This “roller coaster” behavior of the market is here to stay, according to experts. The...Read More

The Opportunities For Smart Investors in The New Regime As the new market cycle is imposing a reassessment of traditional strategies and raises the bar to deliver performance for the professional portfolio management industry, we asked the opinion of Rocco Pellegrinelli, founder & CEO of Trendrating, an innovative wealth tech firm providing advanced analytics and...Read More