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...
Read More

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...
Read More

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...
Read More

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...
Read More

Using technology to improve the management of investment portfolios

WealthTech Views Report Powered by The Wealth Mosaic Introducing Trendrating Company overview The founders of Trendrating have 25 years of experience in building models and software for asset and wealth managers, with a successful track record of providing innovative, world class solutions. The core team includes a seasoned group of passionate developers, mathematicians, and quants....
Read More

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”...
Read More

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...
Read More

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...
Read More

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...
Read More

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...
Read More

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...
Read More
We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings

GDPR

Trendrating uses cookies to improve its website. View our cookie policy The cookies are for analytical purposes have already been set. For more details please see our privacy