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 at the same time drive down operational 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. The systematic approach can then be used to decide the selection and timing of investments to maximize the alpha.
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.
However, the performance of a systematic strategy over time is only as good as the models used.
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Trendrating provides a well proven solution to investors interested in systematic management of equity portfolios.
Best practice suggests using models that have been extensively tested across at least 6 different market cycles and on different equity markets and a large statistical sample of securities.
MODEL + TESTING AND MANAGEMENT PLATFORM = TRENDRATING UNIQUE SOLUTION
1. Our proprietary, sophisticated model generates alpha via trend capture.
2. The software is based on a high-performance engine to leverage the model via building, testing, optimizing and managing an investment strategy.
Do not waste time.
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The testing and evaluation is free.