How about a different perspective that can boost your returns?

Our mission is to provide new, relevant information and market intelligence not easily available, that can maximize performance.

The contribution to alpha is actual and measurable in our platform.

- Unveil the facts that can make a difference.

- Discover insights that give you an edge.

- Use our advanced technology to explore different combinations of parameters and build your winning strategy.

An efficient Fact-finding process can offer the knowledge to answer some critical questions:

- Which are the fundamental parameters that best capture the winners?

- Is there any smart combination of fundamentals that can maximize the performance?

- Can a pragmatic trend validation filter enhance risk control?

It is interesting to discover how diverse combinations of selection criteria can lead to extremely different performance results.

Our platform can give you the answers and much more. 

Insights.
Gain valuable insights not easily available.
Examples of insights discovery:

Market: US. Size: Large Cap stocks. Holdings: 50. Benchmark: S&P 500. Rebalancing: Monthly. Data as of November 1st 2024.

Use our technology to design better strategies. Explore any combination of selection parameters from a rich data set covering fundamental, quantitative and trend analytics. Test, optimize and discover what works best!
Examples of combined parameters:

Market: US. Size: Large Cap stocks. Holdings: 50. Benchmark: S&P 500. Rebalancing: Monthly. Data as of November 1st 2024.

Access our directory of well-tested strategies, selecting only stocks combining strong fundamentals and positive trends, easy to replicate or to customize!
Sample strategies:

Market: US. Size: Large Cap stocks. Holdings: 50. Benchmark: S&P 500. Rebalancing: Monthly. Data as of November 1st 2024.

Request your 15-minute demo today!

See how easily you can build, test, optimize and validate your winning active strategy. Explore our directory of multi-parameter strategies.

Message Sent, thank you!

A Trendrating representative will contact you within 24 hours!

Frequently Asked Questions

How can I analyze and rank the different fundamental parameters?

In the Strategy Builder functionality of our system, you can find the section “insights”. This offers the analysis and ranking by performance for single fundamental metrics and combinations of different fundamentals. There you can discover which are the most productive selection rules for any market and sector. You will find that some sectors privilege growth metrics while others require value rules. You can also mix any fundamental data you like and run a test of performance across 15 years.

Can a combination of parameters add measurable value?

Combining more parameters tends to deliver better returns, as checking more boxes can improve the selection process. Also, combining the most productive fundamentals with a positive trend validation may easily deliver the best outcome. The rationale is obvious. The best-performing stocks share the two critical success factors - strong fundamentals and validated positive trends.

What is Trendrating track-record?

The founders have 30+ years of experience in building models and software for asset and wealth managers, and a successful track record of providing innovative, world class solutions. For 10+ years Trendrating multi-award-winning technology and analytics provide real, measurable impact to 300+ global institutions.

Can I test the Trendrating strategy builder?

Sure! We provide a 2-weeks free trial period. Fill the contact form and a Trendrating representative will contact you within 24 hours. You will then gain imminent access to the Trendrating system.

Do I have more questions?

Send us an email at [email protected]. We will be happy to provide all the needed answers.

Empowering hundreds of professional investors.


what our clients say

The enlightening insights about the actual contribution to the alpha of popular fundamental parameters enabled me to improve my decision process.

Fund manager, UK

A great technology to explore and discover the most productive combinations of selection rules.

Advisor,  Zurich

The market intelligence and the discipline that I extract from Trendrating gives me more confidence than the conventional data and tools.

Wealth Manager, Singapore

I save time and filter out the market noise thanks to Trendrating.

RIA, Miami

Building better model portfolios is easy and fast with this great tool.

Wealth Manager, Boston

The strategy builder is a game changer for developing superior active strategies.

ETF Manager,  New York

The ability to select and document well-tested, logical rules gives me an edge in marketing my services.

RIA, Chicago

The knowledge from rigorous fact-finding is the basis of a sound investment decision process. Trendrating is providing the information I want, well done!

Wealth Manager, Dubai

Finally a system offering better information with actual value to navigate the market.

Portfolio Manager, Madrid

This is gold for active portfolio managers!

Portfolio Manager, Abu Dhabi

Different market cycles can reward different fundamental criteria. You can now track what works better.

Optimize your strategy as you like. Be more in control of opportunities.


The Trendrating Indexes

Track an example of the difference you can make with Trendrating. See our indexes, tested and calculated by premier German agent Solactive and visible on Bloomberg.

TRUSLC Index
TREULC Index

One platform, unlimited possibilities!

Claim your free trial today!

Access our powerful point-and-click Strategy Management Solution.

Message Sent, thank you!

A Trendrating representative will contact you within 24 hours!

Our latest awards

We serve 250+ global institutions

Trendrating and its content are for investment professional use only and are not intended for the retail investment public.

Our Partners

A few selected names below.

Trendrating
Delivering Alpha.

Measurable.
Actionable.
Repeatable.


Address

Via Cantonale 19
Lugano 6900, CH

About Trendrating

Trendrating, headquartered in Lugano with subsidiaries in London, Boston and Atlanta is a global leader in the field of advanced analytics and leading-edge technology for asset management, serving hundreds of institutions worldwide. Our solutions are used to strengthen the investment decision process for fund managers, wealth managers, advisors, and family offices to maximize returns and better control risks. Our strategic partners include Bloomberg, Euronext and FactSet. Learn more at www.trendrating.com

Follow us