Our range of solutions

Features

Global Ratings

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

Ease of Integration

The Trendrating 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.

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 “Advanced Analytics 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.

Statistical evidence of the mission critical “EDGE” – A/B outperform C/D

The charts below show the aggregated performance of all the stocks when rated A and B versus those rated C and D.

Start now and benefit from our unique advanced analytics!

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 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.

Gain a critical edge and expand your market intelligence!

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.

Finally a powerful, but simple and fast system to allow 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 success.

BUILD YOUR WINNING INVESTMENT STRATEGY

Select the rules, create your recipe, test, optimize, validate, document, market, execute.

Expand your opportunities. Discover how our Strategy Management Solution can deliver more value to your business!

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. Price trends are impacted by a variety of factors that go beyond the purely fundamental metrics.

Make Trends work for you

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.

Trendrating filling a critical gap

The Trendrating system enables active fund managers to improve the performance and control risks. Trends are there all the time, equity markets display an incredible dispersion of performance as showed in the below tables. This is a fantastic opportunity for investors, to capture a large part of the top performers and avoid most of the bottom performers using Trendrating. This allows active managers to outperform passive benchmarks that are just a mathematical combination of both winners and losers. Trendrating’s unique & innovative trend capture methodology provides investment managers a framework for outperforming their benchmarks and to prove that active management can be smarter than benchmark tracking passive strategies. 

Trendrating edge

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. 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.

• Recurrent underperformance
• Old school risk control
• Time management
• Increasing compliance

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 80% of mutual funds underperform the benchmarks (Source: S&P SPIVA)

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.

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, social media influence
  and more).

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.

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.

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.