Trendrating Monthly Performance Dispersion Report

The performance dispersion across any investment universe is a gold mine for active investors that have the right tools to profit from it. The ability to “identify and capture” some of the top 25% performers...
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Trendrating Monthly Performance Dispersion Report

The performance dispersion across any investment universe is a gold mine for active investors that have the right tools to profit from it. The ability to “identify and capture” some of the top 25% performers can make a big difference. In 2020, if you examine the S&P 500 constituents, the differential between the top 25%...
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A Great Opportunity for Active Managers to Outperform their Benchmarks and Passive Products

Active managers have a great opportunity to deliver alpha profiting from the fact that equity markets display a huge dispersion of performance all the time. In 2020, if you look at the S&P 500 constituents, the differential between the top 25% performers and the bottom 25% performers was massive. The average return of the top...
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Trendrating Launches Six New Indices Calculated by Agent Solactive AG

Any investment strategy is as good as the actual performance it can produce. Some strategies have a well explainable, convincing rationale, that makes sense, but at the end they do not make enough money to beat passive strategies that simply replicate a benchmark. A disconcerting and worrisome result for active managers that are expected to...
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A Stock Picking Paradise for Active Managers

Over the last 6 months in US the top 25% performers of the 500 largest cap stocks recorded an average  gain of 102% . In Europe the top 25% of the 600 largest cap securities posted an average profit of 65%. The performance dispersion is a gold mine for active managers using next-generation, advanced analytics...
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Trendrating Gives Investment Managers a New Weapon for Portfolio Performance

In an investment environment characterized by volatility and an overload of noise, investment managers are under increasing pressure to deliver results that outperform the market. When you look at 2020 investment performance, open-end funds had the worst track record in recent memory losing $317 billion in outflows. At the same time, exchange traded funds (ETFs)...
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How Trendrating is Giving Fund Managers a Fighting Chance

Fund managers are finding it increasingly difficult to deliver profit from investments that outperform market baselines. There is an increase in noise and volatility and the old rules of investing don’t apply in the same way as they used to. New factors, such as momentum trading, are having a dramatic impact on pricing trends; investment...
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Advanced Analytic Tool To Beat Benchmarks And Passive Investing

[The nature of markets evolve and change. What is driving today’s volatile markets are increased uncertainty, complexity, huge institutional money flows, sentiment and social media. In this current environment it has become important to pay more attention to and have respect for price trends. That is because these trends can make a substantive difference in...
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Recognizing the Importance of Price Trends

Price trends that can make a difference in the annual performance of an actively managed portfolio cannot be captured with metrics, analytics and research that disregards the impact of the big money flow in and out of individual stocks. Fundamental analysis alone proves to be of little help to the mutual fund industry performance, where...
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Trendrating: Disrupting Active Management

Successful investing is all about exploiting trends. Trend analysis is fast becoming an essential part of the investment process regardless of the investment style. The time is now for those missing out to incorporate trend analytics into their work flow. Adding trend analytics helps managers follow the Golden Rule of successful investing – let your...
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Trendrating Delivers Advanced Portfolio Risk Management Capabilities to Bloomberg Terminal Users

NEW YORK, December 9, 2020 – Trendrating SA, a provider of advanced analytics and technology solutions to the global capital markets, today announced the launch of its “Portfolio Sentinel” (PLUS) application in the Bloomberg App Portal on the Bloomberg Terminal at {APPS PLUS}. This latest offering broadens Trendrating’s existing solution suite that offers data feed and cloud-based...
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