Enabling the Evolution of Equity Portfolio Management

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...
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Enabling the Evolution of Equity Portfolio Management

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”...
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The Demise of Value Investing

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...
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Trendrating Changing The Game For Active Managers

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...
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Trendrating – Enabling The Evolution of Equity Portfolio Management

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...
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Trendrating Performance Management Platform Now Available to Chalice Network Members

Chalice Network, the online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions announced a new partnership with Trendrating, a global provider of analytics and technology for financial advisors and asset managers. This partnership will enable Chalice Network members to access ratings and analytics on...
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Data In Harmony to Offer Financial Clients Trendrating’s Trend Capture Analytics

Data In Harmony partners with leading analytics and technology provider Trendrating to offer the company’s trend capture ratings data and analytics to benefit DIH’s institutional clients and prospects. Austin, TX (October, 14, 2020) — DIH has partnered with Trendrating to offer the company’s trend capture ratings data and analytics, which dove-tail neatly with DIH’s existing...
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Active Managers Can Beat The Benchmarks If They Know How To Profit From Performance Dispersion

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...
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Trendrating Monthly Research Brief – September 2020

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...
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The Necessary Human Element Needed in Advanced Analytics

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 something traditional with the best of something new tends...
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Trendrating Monthly Research Brief – August 2020

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%...
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