Discover facts and insights that expand your market intelligence and maximize your performance.
How do you measure and validate the contribution to the performance that you actually get from your current data, research and platforms?
Are you satisfied with the results?
Trendrating system makes easy and fast to objectively assess and track the positive impact that our methodology can produce. We affirm that using Trendrating our clients can boost their current performance by at least 5% on a yearly basis.
Moreover, this is visible and verifiable in our system. We offer a different paradigm of value to our clients. They can measure and validate Trendrating value in several ways.
Portfolio managers want to find the facts and get the answers to critical questions like:
- What are the selection criteria that are best rewarded by the market over the cycles?
- Which fundamental parameters yield the greatest profits by identifying outperforming stocks?
- Which combination of selection rules guarantees a robust investment decision framework to optimize the performance?
- Can a pragmatic trend validation filter enhance risk control?
Our platform provides the answers and much more!
It is interesting to discover how diverse combinations of selection criteria can lead to extremely different performance results.
Our mission is to offer new, relevant information and market intelligence not available in other services, that can maximize the 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.
Test, optimize, validate and document the results via a rigorous historical test.
Below you find a few examples of the value that our institutional clients extract.
Trend capture model. We invented the rating of price trends, using a AI-driven, multi-factor algorithm that discriminates medium-term positive and negative trends with high accuracy. The potential impact is visible in the differential of the average performance between the A&B and the C&D ratings, very often in the double digits. Below you find a few example charts. (Data as of February 28, 2025).
Exploit the performance dispersion with the Trendrating model.
Average Performance of the last 3 and 6 months for all sectors in US. (Data as of February 28, 2025).
See The Trendrating model in action!
(3:56 Minutes)
Insights on fundamental parameters. Unveil which fundamental metric capture the outperforming stocks.
Find the facts, discover critical insights.
Refine the selection process and avoid what does not work. (Data as of February 28, 2025).
Trendrating solutions seamlessly complements fundamental research.
A brief video unveiling superior insights!
(3:50 Minutes)
Technology to explore any combination of selection rules from a rich dataset of fundamental, quantitative and technical analytics. Access smart strategies built via exploring any combination of parameters, and discovering the winning mix. Analyze the historical performance, validated via rigorous testing across market cycles. The measurable impact in terms of enhanced performance can be around +10% per year.
Market: US. Size: Large Cap stocks. Holdings: 50. Benchmark: S&P 500. Rebalancing: Monthly. Data as of February 28, 2025.
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.
Frequently Asked Questions
How does Trendrating platform differ from other services?
Our mission is to provide relevant, alpha-generating market intelligence that is not available on all the other platforms. Our technology enables the discovery of the parameters, criteria and rules that work best in exploiting the performance dispersion and selecting the outperforming stocks. Our technology offers an additional methodology of control on the trend risks, the risk of investing or holding securities that are in a phase of price correction, that can go well beyond any assumption. Our technology enables investors to explore any combination of parameters from a rich dataset of fundamental, quantitative and trend analytics to discover the winning mix, checking all the right boxes. Our technology makes it easy to run rigorous historical tests (up to 15 years), to validate, document and market the chosen investment strategies. Our technology facilitates the building of personalized model portfolios and carefully selected lists of investment ideas. All this in little time, with only a few clicks, saving time and filtering out all the irrelevant data and market noise.
I already have my terminals and tools. Why should I consider Trendrating?
- Can you easily test, compare and unveil the true performance of different fundamental parameters with objective historical evidence in your investment universe?
- Can you just in a few minutes explore different combinations of selection rules and discover the mix that can deliver a performance far superior to what you get today?
- Can you access new factual market intelligence that can only enrich your information flow and add alpha that you can measure and track in the platform?
- Can you test and validate across history, up to 15 years, any idea, assumption and theory that you want and learn what works in little time and only a few clicks?
All this is the foundation of critical knowledge based on hard fact-finding that is the basis of a sound process, maximizing the returns and limiting the risks of underperformance.
If you can do all this with your current terminals and systems then you do not need Trendrating.
How can I measure Trendrating alpha contribution to my strategies?
The way to measure the actual value that our smart clients extract from using our system is well explained on the homepage of this website.
1) Get more control on the performance dispersion across stocks. Spot the bull trends and be vigilant on bear phases using our unique methodology to rate trends. It is not momentum. It is a multi-factor, pattern recognition, AI-driven model. The differential between stocks with positive vs. negative ratings can easily be 30% or more over 6 months.
2) Discover the facts about the true value of different fundamental metrics, single and combined. You will gain insight that can help you to pick the most productive parameters. The difference between what works and what is useless can be measured at 5-to-10% per year.
3) Explore sound, logical combinations of best fundamentals and validated positive trends, (good companies and good stocks). Use the insights and the directory of strategies in our system. The outperformance of a well-designed strategy vs. the relevant benchmark can be 10% or more on a yearly basis.
All this is easy to observe, check and validate using our platform.
How do your clients use the system?
There are several use cases:
- Portfolio management.
- Building model portfolios.
- Risk management.
- Validation of investment ideas.
- Tactical allocation.
- Sectors rotation.
- Long and short strategies.
- Customized reporting.
How can I test and validate the system?
We offer selected professional investors the opportunity to get a free trial. The trial makes it easy to assess the unique value of the system, discovering new insights in the investment universe of interest, exploring different combinations of active strategies and running a sanity check on risks across the holdings of current portfolios. Contact us to profit from the opportunity to access our exclusive discovery platform, used by smart, results-driven professionals.
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.
Do I have more questions?
Send us an email at discover@trendrating.net. We will be happy to provide all the needed answers.
Empowering hundreds of professional investors For 10+ Years.
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.
A great technology to explore and discover the most productive combinations of selection rules.
The market intelligence and the discipline that I extract from Trendrating gives me more confidence than the conventional data and tools.
I save time and filter out the market noise thanks to Trendrating.
Building better model portfolios is easy and fast with this great tool.
The strategy builder is a game changer for developing superior active strategies.
The ability to select and document well-tested, logical rules gives me an edge in marketing my services.
The knowledge from rigorous fact-finding is the basis of a sound investment decision process. Trendrating is providing the information I want, well done!
Finally a system offering better information with actual value to navigate the market.
This is gold for active portfolio managers!
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.
One platform, unlimited possibilities!
Claim your free trial today!
unveil enlightening information in your investment universe. No cost, no obligation and free insights!
Our latest awards
We serve 300+ 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.