Our clients

Asset Managers

How about a methodology that can sort out potential winners from losers? How about a unique rating for price trends that offers an edge in identifying the majority of the 50% best performing stocks to hold and  50% of the underperformers to avoid with a 12 months time horizon? Too good to be true? Just give us a chance to prove it to you. A simple overlay of our robust rating and ranking of trends across your investment universe can help you to get the most out of your carefully conceived investment strategy. Trendrating add an extra layer of intelligence to maximize returns and reduce risks.


Validate investment ideas and research recommendations.

Screen the market and find investment opportunities.

Monitor portfolio risks by spotting in time underperformers.

Use the rating to fine tune the exposure in stocks and sectors.

Be alerted on trend reversals.

Make your investment strategy to be more in synch with real trends.

Measure the contribution in terms of extra performance.

Save time.

Wealth Managers

A Wealth Manager’s primary goal is to protect client assets by avoiding exposure to unnecessary risks. However, risks are there all the time. The false sense of security in owning Large Cap, brand name stocks, is hard hit when stocks like General Electric and Kraft Heinz lose 60% of value in a matter of 2 years (2017-2019). New metrics and more advanced tools of risk control are required. Trendrating empowers wealth managers with well validated analytics and technology that deliver benefits in terms of investment returns and performance protection.


Run health checks across all the portfolios to spot in time emerging risks coming from trend reversals.

Validate holdings and investment ideas with a robust layer of trend analytics.

Impress your clients with a solid, articulated set of reports and tools

Make your advisory more proactive with state of art screening and ranking functionality

Build personalized strategies starting from a selected, approved investment universe

Control that portfolio allocation is not out of synch with prevailing trends.

Fund Managers

The vast majority of active mutual funds underperform their benchmark (Source: S&P SPIVA). Security price action is showing an increasing disconnect with underlying fundamentals resulting in long periods of underperformance for active managers. The result of rapidly changing market dynamics, and the growing allocation of funds to passive strategies is further exacerbating this disconnect. We believe that this underperformance can be mitigated by adding a layer of intelligent trend analysis to most fundamentally focused investment processes. The statistics on the underperformance of mutual funds make a compelling case for a more structured use of proven, sophisticated analytics that objectively and systematically assess the direction and the quality of price trends, while filtering out price noise. Trendrating is a valuable complement to fundamental research in delivering alpha.


Analyze, compare and validate alternative investment ideas.

Stay on top of new trends, up and down, across your entire investment universe.

Establish an efficient portfolio risk monitoring approach via timely alerts.

Use the rating to overweight stocks in strong bull trends.

Optimize sector allocation.

Create and test strategies.

Risk Managers

Markets behavior is evolving as new products, algorithms and systematic investing generate a multi-dimentional risk environment. Self-feeding trends, with large pools of money following momentum, the only investing factor that self-reinforce as more adoption grows, pose a new challenge to traditional risk management methodologies. At Trendrating we believe that one big risk today is the performance risk. The risk of underperforming and of continuing to underperform with impeccable consistency. We provide risk managers with the methodology, the metrics and the technology to effectively cope with this risk.


Expand your risk models incorporating our unique rating and scoring model.

Update your toolkit with pragmatic, objective, validated metrics.

Identify pockets of risk across securities, sectors and markets.

Bring your risk analysis to the next level.


Proactive, well informed, timely advisory makes a big difference to end-clients. Retaining and growing advised assets is challenging and advisors need the best tools available. Exceed your clients expectations by using the same sophisticated intelligence and advanced systems that power the most competitive and successful institutional investors.


Easily screen any investment universe to find the best investment ideas.

Validate with confidence new opportunities.

Spot risks in a timely fashion and impress your customers with high quality risk control.

Create individual baskets and strategies easy and fast.

Have an objective opinion of the direction and quality of trends for any security, expanding your reach and coverage.

Prepare impressive reports for your meetings.

Value Investors

Value investing is struggling to remain relevant. The main reason is the inexorable rise of hard-to-analyze intangible assets (The Economist, Nov 12th 2020). It is a fact that on average, value based strategies underperformed benchmarks and other active strategies over the last few years. However, there is an opportunity for value investing to step up and generate better returns. Not every good value story will prove to be a rewarding investment in a reasonable time frame. The key is adding an intelligent filter to assess actual price trends across a defined value stocks universe. This allows for a practical, logical discrimination between value stocks in a “Bull” trend, as the market is recognizing the opportunity vs. value stocks in a “Bear” phase, where the current money flow is negative.

Value investors can bring new life and gain an advantage with a disciplined synchronization with individual stocks trends, profiting from an intelligent trend validation across the selected value picks. Incorporating a disciplined trend validation approach as an overlay can greatly enhance returns for Value Investors. Disciplined Trend Validation investing, if based on statistically proven methodologies, can be hugely rewarding.

A research paper, “Fact, Fiction and Momentum Investing”, by Moskowitz, Frazzini, Asness and Israel (2014), shows that managers can improve the efficiency of their portfolios by using investment vehicles which incorporate both Value and Trend Validation strategies. Many types of Trend Validation strategies can be constructed through Trendrating and layered onto Value strategies. We make it easy for fund managers to test any model with our “Strategy Management Solution” product to measure actual impacts on returns. By incorporating the most sophisticated Trend Validation Factor Model in the financial industry, Trendrating is a perfect complement to Value focused strategies.


Enhanced performance.

Better risk control.

Better diversification.

Systematic Investors

The systematic Management of equity portfolios is a good alternative to the discretionary management approach. It can improve performance, efficiency and save costs. The Trendrating Strategy Management Solution has been developed to make systematic investing easy. Trendrating Strategy Management Solution enables active portfolio managers and advisors to test and optimize their own investment strategies and model portfolios. A mission-critical, complex task made easy and fast. Trendrating’s mission is to help professional investors to get better results from their hard work. Our sophisticated technology and data arms active managers with tools to easily beat benchmarks by expanding their market intelligence in an increasingly complicated market. Trendrating Strategy Management Solution allows asset managers and wealth managers to design, analyze, improve, document and market customized investment strategies that are the foundation of their mandate.


just pick from the rich library of fundamental and trend analytics the parameters of your interest.

Design your strategy, defining the rules and  test it for up to 10 years.

Validate the strategy or alternatively optimize it by fine-tuning the parameters and even adding other quality rules.

Compare the alternative strategies and select the one for you.

Save the strategy and track the results in real life.

When ready start executing. The system will generate the alerts to adjust the portfolio exposure according to the defined strategy.

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