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Performance Management Platform

HQ Location

Lugano, Switzerland

Website Address

www.trendrating.com

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Solution introduction

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.

The 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.

The Performance Management Platform provides access to the company advanced analytics and a rich software suite. The analytics are 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. The suite supports a broad range of tasks including;

  • Validation of investment ideas and analysts opinions.
  • Identification of new investment opportunities across markets and sectors.
  • Tactical allocation across markets, regions and sectors
  • Risk control on individual holdings and on all portfolios
  • Sectors ranking and roation
  • Alerts of trend reversals
  • Creation of bespoke Alpha and smart Beta 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

Discover the Trendrating Platform

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

16/05/2015

Features

The methodology
Trendrating provides a unique methodology to rate medium-to-long term trends.

The rating (A, B, C, D) measures the direction and the quality of price trends using a proprietary multi-factor trend capture model developed across years of research, massively tested and with a live actual track-record since 2014.

The Solution
Trendrating provides access to its innovative platform which supports a broad range of functionality as well as Global Data Feed which can be ingested into internal & external data processing engines.

Benefits

The fundamental benefit is Alpha creation. 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. Additional benefits are risk control enhancement, a more effective and disciplined investment decision process and time saving.

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 launched
2014
PRICING
  • Licence
WEALTH MANAGEMENT CLIENTS
101-250
WEALTH MANAGEMENT USERS
1000+
Release Frequency
Quarterly
Implementation Methods
  • Website access
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

Performance Management Platform

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