Trendrating

HQ Address

Via Cantonale 19, Lugano, CH-6900, Switzerland

Website Address

www.trendrating.com

Ownership Type

Private

Connect with Trendrating
Business introduction

Trendrating facilitates the evolution of asset management toward higher standards of performance and control

We provide innovative analytics and technology that deliver improved returns and higher efficiency

Trendrating is a recognized leading provider of advanced analytics and technology for professional equity investors.

The founders have 25 years of expertise in models development and a successful track record of innovation. Their previous company – Brainpower went public in Frankfurt then acquired from Bloomberg. Rocco Pellegrinelli, CEO, began his career as a portfolio manager and since the beginning he has been passionate about developing and testing models.

He believes that the discipline and pragmatism coming from well-validated models can complement investment strategies and dramatically improve the performance of portfolio managers on a consistent basis. He is a proven innovator and launched Trendrating with the mission of providing professional investors with analytics and tools that can really impact returns and whose value is fully measurable. He believes that a lot of time and money is wasted consuming content, research and tools whose value is highly questionable and often not measurable. A new generation of advanced analytics and software is required to generate real benefits to active managers.

Our CTO, Sandro Bottarelli, is an expert in physics and engineering. He was formerly Chief Development Officer at Brainpower. His analytics models became the core of Bloomberg’s portfolio analytics offering. While at Bloomberg, he managed their Portfolio Analytics R&D division. He and his team work tirelessly to keep innovating what we believe is the best momentum factor model in the world.

Discover the Trendrating Platform

Financial Markets Research & Analysis, Portfolio Build, Analysis & Reporting

16/05/2015

Trendrating provides leading edge Momentum Factor Models and technology. Over 100 investment professionals incorporate Trendrating into their decision process for an extra dimension of insight and discipline. Trendrating momentum strategies......

Momentum Risk Monitor - Trendrating

Financial Markets Research & Analysis, Portfolio Build, Analysis & Reporting

21/02/2019

Validating the positive performance of the momentum factor

Financial Markets Research & Analysis, Portfolio Build, Analysis & Reporting

05/12/2015

Business Overview

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 the real direction of price trends in a proven, objective and systematic way, 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's 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 within 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.

We serve more than 100 institutional customers globally like Morgan Stanley, JP Morgan, Banca Generali, UBS, Credit Suisse, Fidelity, Pictet, Coutts, etc, which use Trendrating as part of their investment decision process and they can confirm that using our analytics as an overlay to their current strategies has a real impact. Our buyside coverage is within asset management, wealth management, private banking, advisory & hedge funds. Our key strategic partners include Euronext, who have selected Trendrating to provide an innovative risk control service to their institutional customer on the back of our technology.

Customers

We serve professional investors that strive for constant improvement, aim at delivering superior value, understand the importance of not missing the opportunities offered by new data and advanced technology and are in tune with an evolving world. Our customers are: asset managers, wealth managers, fund managers, risk managers, advisors. More than 100 Premier Institutions use the Trendrating Performance Management Platform to maximize investment performance, enhance risk management, add efficiency to the investment process and save time.

A few selected names:

Partners

Our key strategic partners include Euronext.

Michael Hodgson, Head of Market Data at Euronext, said: “We are delighted to announce this partnership with Trendrating and the launch of the Momentum Risk Monitor service. We believe that this data will be invaluable in helping asset managers to better manage the risk exposure of their portfolios”.

Key Data

Year founded
2013
employees
21-50
wealth management employees
21-50
clients
101-250
offices
3
Office Regional Presence
  • North America
  • Western Europe
Type of Clients
  • Broker-Dealer
  • External Asset Manager
  • Global Private Bank
  • Independent Financial Advisor
  • Investment fund manager
  • Local Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence
Leading client geographies
  • France
  • Germany
  • Hong Kong
  • Netherlands
  • Switzerland
  • United Arab Emirates
  • United Kingdom
  • United States
  • View Others View Less

Trendrating Solutions

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......

business needs
Client type
client geography presence
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