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Strategy Management Solution

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Solution introduction

The growing complexity of the dynamics, that influence trends in the stock markets, requires considering the use of advanced analysis tools

Active management can beat the indices, profiting from the dispersion of performance, with the help of new generation content and systems

Trendrating offers a solution that allows you to explore the effectiveness of the selection parameters used and validate or optimize investment strategies, with coverage of over 17,000 stocks. Our powerful, fast and user-friendly engine allows investment managers to design, analyze, improve, document and promote their investment strategies. Leverage your skills and get the most from your investment plans. Access additional intelligence, gain critical insights and maximize your performance.

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 risk-return profile.

  • Add a trend validation filter on the individual stocks selected, in order to maximize returns and reduce risks.

 

 

Select your preferred fundamental metrics, test the results, optimize, retest again, document, and execute your own winning strategy.

 

 

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