
Via Cantonale 19, Lugano, 6900, Switzerland
Profit from smarter insights and exploit the performance dispersion across stocks
Our vision
We are committed to providing our customers with tools and insights that deliver measurable alpha. The majority of research and analytics available today fall short of offering real value to portfolio managers. The return on investment in research content and tools is often underwhelming, with much of the material consumed out of routine rather than providing actionable, strategic insights. It’s time for a change!
We serve customers who are committed to delivering maximum value for their clients. Our customers believe there is always room for improvement in any strategy and investment decision-making process. They are competitive, open-minded, and eager to explore innovative solutions that provide a strategic edge in achieving superior client outcomes. Our solutions enhance their existing perspectives, preserving the integrity of their house view while adding an extra layer of intelligence to drive better decisions.
Key features Global ratings Trendrating delivers analytics on more than 20,000 instruments, including indices, sectors, ETFs, stocks, commodities, and major currencies across 40+ countries. Ease of integration Delivered via API, the Trendrating data feed integrates seamlessly with third-party platforms like Factset and Bloomberg, as well as proprietary systems built using Matlab, R, S-Plus, and......
Key features Validate investment ideas and analyst opinions. Identify investment opportunities. Get alerts on critical trend reversals. Create, test and track personalized strategies. 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. Analyze, compare and......
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......