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Portfolio Sentinel (PLUS)

Business Needs

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Solution introduction

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

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. The Trendrating portfolio sentinel (PLUS) app, enables active fund managers to improve the performance and better control risks. Trendrating advanced analytics are 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 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.

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