Our range of solutions

Advanced Analytics Data Feed

Key features:

Global Ratings: Trendrating covers over 20,000 indices, sectors, ETFs, stocks, commodities and major currencies across 40+ countries.

Ease of Integration: The Trendrating advanced analytics data feed can be delivered in a flexible format and can be easily integrated into third-party platforms such as Factset and Bloomberg or into proprietary systems built using Matlab, R, S-Plus etc.

About Trendrating Advanced Analytics Data Feed:

The ability to capture trends, profiting from bull markets and avoiding bear phases is the key to superior performance on a consistent basis.

Investors that have a good understanding and a disciplined respect for the specific price trend of securities outperform competitors. Any investment strategy can be enhanced by a better synchronization to trends developments.

Most investors use numerous metrics based on fundamental and quantitative data, but very few measure in a proven, objective, systematic way, the real direction of price trends and remain hostage to market noise and opinions, despite the fact that capturing trends is the key to better returns.

Traditional indicators from technical analysis and chart pattern studies often yield inconsistent results across different cycles and market types. Old school momentum investing tends to be late as it uses fixed time windows that may require time to adjust to fast changing trends.

But a new generation of sophisticated models has emerged to fix this.

Trendrating fills a critical gap of market intelligence by providing a methodology to support a better synchronization for individual stocks and sectors trends, that makes the investment decision process more accurately informed about the factor that impacts performance the most – medium term trends.

Trendrating solution is based on a pattern recognition algorithm that processes a large volume of data. The algorithm works on a multi-factor analysis and uses a self-adaptive, flexible time window. When the different factors are in synch there is a high probability that a relevant trend is in place. The dynamic time window enables a more timely identification of an emerging trend and the multi-factor approach supports an effective filtering of price noise, short term volatility and false moves.

Trendrating provides advanced analytics designed to capture trends, identifying most of the winners and avoiding a large part of the losers with in a yearly horizon.

Our model offers a unique rating of trends where A and B indicate a bull trend and C and D mark bear moves.

We provide a unique edge where A and B rated stocks on average outperform those rated C and D.

Trendrating has created a new paradigm in terms of accurately spotting trends quickly to capture a large part of any meaningful upward or downward price move.

The Trendrating Advanced Analytics Data Feed, is a powerful complement to the existing analytical process of active equity portfolio managers.

The data enriches existing in-house ranking methodologies, and can be distributed to the entire investment team as an additional valuation metric to improve the selection and allocation process.

Performance Management Platform

Key features:

A rich suite of functionality to support different key tasks of the portfolio management workflow, leveraging our proprietary rating and ranking analytics.

Validate investment ideas and analyst opinions.

Identify investment opportunities.

Get alerts on critical trend reversals.

Analyze, compare and rate sectors.

Perform a macro analysis across markets.

Fine tune the allocation of sectors and markets.

Analyze and optimize portfolios.

Control risks across all your holdings.

Run a sanity check across portfolios via aggregated portfolio ratings.

Create, test and track personalized strategies.

Prepare rich and compelling reports.

About Trendrating Performance Management Platform:

The ability to capture trends, profiting from bull markets and avoiding bear phases is the key to superior performance on a consistent basis. Investors that have a good understanding and a disciplined respect for the specific price trend of securities outperform competitors. Any investment strategy can be enhanced by a better synchronization to trends developments.

Trendrating provides advanced analytics and leading edge technology, designed to capture trends, identifying most of the winners and avoiding a large part of the losers with in a yearly horizon.

Our model offers a unique rating of trends where A and B indicate a bull trend and C and D mark bear moves.

We provide a unique edge where A and B rated stocks on average outperform those rated C andD.

Trendrating has created a new paradigm in terms of accurately spotting trends quickly to capture a large part of any meaningful upward or downward price move.

Strategy Management Solution

Key features:

Replicate your current strategies and test them for up to 10 years.

Create alternative strategies for best practice comparison, and possible optimization by choosing parameters from a rich list of data and fundamental analytics.

Combine and weigh different approaches (market cap, value, growth, low volatility) to identify opportunities for improving the risk-return profile.

Add a trend validation filter on the individual stocks selected, in order to maximize returns and reduce risks.

About Trendrating Strategy Management Solution:

The growing complexity of the dynamics, that influence trends in the stock markets, requires considering the use of advanced analysis tools. Active management can beat the indices, profiting from the dispersion of performance, with the help of new generation content and systems.

Trendrating offers a solution that allows you to explore the effectiveness of the selection parameters used and validate or optimize investment strategies, with coverage of over 17,000 stocks.

Our powerful, fast and user-friendly engine allows investment managers to design, analyze, improve, document and promote their investment strategies.

Leverage your skills and get the most from your investment plans.

Access additional intelligence, gain critical insights and maximize your performance.

Select your preferred fundamental metrics, test the results, optimize, retest again, document, and execute your own winning strategy.

PORTFOLIO SENTINEL (PLUS)

Key features:

Profit from our proven rating of price trend.

Easily spot emerging risks of trend reversals at security, sector and market level.

Use the portfolio sentinel app to maximize the performance of your own strategy.

Add intelligent trend capture analytics to strengthen your decision making.

Capture the winners and avoid the losers.

Simulate portfolio optimization and improve the return/risk profile.

Get alerted about trend upgrades and downgrades for every holding.

Rate the overall exposure to actual trends, the higher the portfolio rating, the higher the expected returns. A low rating indicates high risks to underperform.

About Trendrating Portfolio Sentinel (PLUS):

Portfolio Management is becoming more complex and challenging.

Delivering superior returns for active managers and stock selectors on a consistent basis requires the adoption of advanced analytics and state of the art technology.

The ability to capture trends, profiting from bull markets and avoiding bear phases is the key to superior performance on a consistent basis. Investors that have a good understanding and a disciplined respect for the specific price trend of securities outperform those that don’t. Any investment strategy can be enhanced by a better synchronization to trend development.

Most investors use numerous metrics based on fundamental and quantitative data, but very few measure in a proven, objective and systematic way, the real direction of price trends and remain hostage to market noise and opinions, despite the fact that capturing trends is the key to better returns.

The Trendrating portfolio sentinel (PLUS) app, enables active fund managers to improve the performance and better control risks. Trendrating advanced analytics are designed to capture trends, identifying most of the winners and avoiding a large part of the losers with in a yearly horizon.

Our model offers a rating of trends where A and B indicate a bull trend and C and D mark bear moves.

We provide a unique edge where A and B rated stocks on average outperform those rated C and D.

The solution is a powerful complement to the existing analytical process of active equity portfolio managers.

Trendrating Portfolio Sentinel makes possible to improve returns and control risks with an objective, well validated systematic trend quality assessment methodology.

Available in the Bloomberg app terminal at {APPS PLUS <Go>}.

Smart model portfolios

The advantage:

Transparecy and discipline.

Distinctive investment plan.

Improved performance.

Stronger risk control.

Full scalability.

Time saving.

Cost cutting.

About Trendrating Smart Model Portfolios:

The new stock market cycle is raising the bar to deliver performance. The year 2022 exposed the shortfalls of conventional model portfolios.

The new market regime of lower returns and higher risks is here to stay for a few years. It is time to upgrade the investment framework, shifting to advanced solutions.

The performance dispersion across stocks providers the opportunity to outperform. However, profiting from the broad performance dispersion requires smarter strategies, based on sound, logical, well-proven rules, executed with rigorous coherence, and unaffected by the pitfalls of subjective opinions and emotions.

At Trendrating we like to challenge the status quo and bring a fresh view by offering sophisticated, innovative solutions to help our clients to maximize investment returns.

How? Outperforming stocks share two key conditions: High quality fundamentals + validated positive price action. Combining sound principles and pragmatic evidence.

Profit from the performance dispersion with a new generation of active model portfolios.

See our catalogue of long only smart model portfolios, track the performance, compare and decide.

How to use it - Discretionary Management

Discretionary portfolio management is full of traps and pitfalls.

The Challenges

The Trendrating Solutions

Recurrent underperformance #1

The problem

Many strategies are primarily based on fundamental analysis and old school-traditional data.

Poor consideration and respect for actual price trends. This is why the majority of mutual funds underperform the benchmarks, (Source: S&P SPIVA).

Trendrating solution

Correlation between price action and fundamentals is getting weaker.

Several factors generate trends including sentiment and big money flow. As it is impossible to measure all the complexity, investors should focus on the final effect (trends) – See the forest, not the trees.

Recurrent underperformance #2

The problem

The traps of human behavior, (Behavioral finance key flaws).

The disposition effect – selling winners too early, and sitting too long on the losers.

Tendency to forecast and overconfidence.

Biases and attachments.

Trendrating solution

A disciplined systematic well proven methodology to rate trends and identify trend reversals make possible to limit the damage of subjective human behavior and favor some adherence to the golden rule of investment: “let your profit run, and cut your losses”

Old school risk control

The problem

A large part of risk management tools are based on the research and the development from academics developed 20 to 30 years ago.

Those theories and metrics are helpful, but cannot capture the complexity of today’s market, partly driven by new variables (a faster more reactive big money flow, momentum players, social media influence and more).

Trendrating solution

The concept of risk management requires some re-thinking and more sophisticated tools. One thing is the risk of losses and excess volatility, another thing is the risk of underperforming a basic benchmark and losing assets to the benefit of passive product issuers.

The intelligent trend capture analytics of Trendrating provides a new dimension of risk management on a broader scope, targeting the ‘risk to underperform’.

Time management

The problem

Precious time is spent by portfolio managers in reading analysts reports, opinion pieces and research whose value in delivering alpha is highly questionable.

There is a lot of noise that eats time and can generate a confusing picture.

Trendrating solution

Trendrating alternative data and advanced analytics can help to filter the noise, save time and stay focused on what is more relevant – what is the real underlying trend for any security in the universe of interest?

Increasing compliance

The problem

Compliance requirements are increasing, and portfolio managers must provide evidence of a robust diligence process behind their investment strategies.

Totally subjective decisions or the use of a limited arsenal of analytical tools can impact credibility and confidence.

Trendrating solution

The more boxes are checked, the better. Investors must profit from the new generation of data and tools available in the market.

A variety of metrics including alternative data and advanced analytics must be satisfied in order to have a trustworthy, saleable and performing proposition.

How to use it - Systematic Management

What is systematic management?

The management of equity portfolios can be performed on a discretionary basis, a systematic basis or a combination of both approaches.

Systematic portfolio management is gaining traction as it often provides better returns, lower deviation from an expected outcome, improved discipline and control, full transparency and consistency of the rules governing investment decisions and lower costs.

Systematic management can easily fit into most investment strategies (value, growth or contrarian) as the starting point is the universe of stocks that satisfy the defined qualitative or quantitative criteria. These systems are then used to decide the selection and timing of investments.

The underlying models are usually tested across years of history to validate the added value they can generate across different market cycles (bull trends, bear trends, ranging phases, high and low volatility) and across a large number of securities. After the testing phase, a real-life validation is required to confirm the quality of the models.

The trend toward systematic investing

Some of the best performing hedge funds are purely systematic, and are proven to outperform a number of discretionary peers. Even some of the largest asset managers have recently moved the management of funds into systematic processes.

With fundamental active management increasingly struggling to deliver consistent outperformance versus benchmarks over the medium-to-long term, a systematic model-driven decision-making solution offers investors the necessary tools to address the increased complexity of stock trends. Importantly, by its very nature, such a solution is able to avoid a number of the pitfalls of human judgement and behavioral drawbacks that often negatively impact an investment process.

Limits of the discretionary approach

  • Emotions.
  • Decisions can be biased.
  • Cost intensive and time consuming.
  • Lack of discipline in managing losses.
  • Behavioural traps (the disposition effect).
  • Over reliance on old-school methodologies of analysis and analysts opinion.

Benefits of the systematic approach

  • Full scalability across markets while improving risk control.
  • An Easy fit to any investment style and factor.
  • A Cost effective and time saving business model.
  • An Objective, pragmatic, disciplined management that can generate superior returns and help you beat the benchmarks.
  • A Higher level of confidence on the expected outcome as models can be massively tested across different historical cycles and potential scenarios.
  • Refine your stocks selection and enhance your tactical allocation.
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