At Trendrating, we provide technology that enables an advanced discovery process, delivering factual insights with measurable impact on performance.
Investment performance and risk control can always be improved through better information, grounded in pragmatic fact-finding.
Investors deserve and need broader market intelligence than what conventional data and tools provide. We fill this critical knowledge gap.
1. Gain more control on price trends and maximize your performance.
2. Unveil which fundamental parameters capture most alpha.
3. Use the factual insights to combine the best rules and build your superior strategies.
1. Exploit price trends. Active portfolio and fund managers have a great opportunity to deliver superior returns and outperform the benchmarks across market cycles.
The opportunity is called performance dispersion.
What is the performance dispersion?
In every market cycle, the broad market records a relevant performance dispersion across stocks. Indices can be either in a bull or bear market, but at any point in time there are rising and falling stocks.
How can you promptly spot medium-term trends across multiple stocks? We introduced the rating of trends.
Positive ratings (A and B) mark bull trends; negative ratings (C and D) signal bear phases. Capture the outperformers and boost your performance.
Identify the losers and enhance risk control across portfolios.
Sample analysis below: US Large Cap Universe.
Impact: Over 6 months, the difference between the average performance of stocks rated (A) and (B) vs. those rated (C) and (D) can be above 20%.
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Why does our model outperform conventional methodologies?
Conventional methodologies can have drawbacks that need to be managed. Momentum can be late, as it requires several months of price action before identifying a trend and therefore works primarily with long-lasting trends. Technical analysis indicators can help, but many of them can be inconsistent across different market cycles (ranging or trending) and volatility phases. Trendrating offers an AI-driven, multi-factor model that decodes buying versus selling pressure, the driving force behind medium-term trends. Our advanced technology makes it easy to monitor over 17,000 stocks globally and receive timely alerts on any trend reversal. Used by 300+ global institutions, our platform delivers measurable improvements in investment performance and risk control. The accuracy of our model is above 80%. Track-record documentation is available upon request.
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Take advantage of free access to exclusive insights tailored to the markets and sectors you follow. See how effortlessly you can build, test, optimize, and validate a high-performing active strategy.
2. Discover the best-performing fundamental parameters.
Different markets and sectors may require different fundamental rules to identify outperformers. We enable a fact-finding process that makes it possible to analyze, compare, and rank the alpha generated by any fundamental parameter through rigorous historical validation, hard facts rather than unproven assumptions. It also becomes easy to uncover how combining multiple parameters can further maximize returns.
Impact: The performance gap between the best and worst fundamental combinations can exceed 9% per year.
3. Combine the insights and design your winning strategies.
Leverage the market intelligence available on our platform. Use the insights functionality to combine the most productive fundamental parameters within your specific investment universe with a reliable assessment of trends on individual stocks. The combination of strong fundamentals and a validated positive trend provides a sound, logical foundation for designing profitable active strategies. Likewise, identifying negative trend reversals offers valuable support for more effective risk control.
Impact: Several sample strategies in the directory outperform their benchmarks by 10% or more annually. These results are well documented and can be tracked in real time within our system. Gain access to a directory of optimized model portfolios that combine the best fundamental rules with validated positive trend signals.
See Trendrating in action!
(4:33 Minutes)
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Don’t miss your chance to gain free access to valuable insights across the markets and sectors that matter to you. Discover how simple it can be to build, test, optimize, and validate a winning active strategy. Explore our directory of multi-parameter strategies and start making confident, data-driven decisions.
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!
Empowering hundreds of professional investors for over a decade.
Frequently Asked Questions
How does Trendrating platform differ from other services?
Our unique platform offers factual insights, market intelligence, and a discovery infrastructure that are not available in any other system or terminal.
For example, among other things:
1. Can you access, with a click, the ranking of performance production from different specific fundamental parameters across years of history and unveil what works best? and can you explore and compare different combinations of fundamentals and discover the most productive for any specific investment universe in less than 30 seconds?
You can, using the Trendrating Insights functionality.
2. Can you select different analytics (fundamental, quantitative, trend), test a strategy, and then change the parameters until you find the best combination, and validate with historical evidence, all with a few clicks?
You can with the Trendrating Strategy Builder.
3. Do you have access to a rich directory of carefully optimized active strategies, using the best mix of criteria, developed via massive testing, and able to outperform the benchmarks 80% of the quarters with a positive differential above 8% per year, strategies that you can always customize as you like in a few seconds?
You can find a list of strategies with enlightening insights in the Trendrating Directory.
4. Can you measure, track, and validate the true alpha contribution of the information and tools that you currently use?
You can do it in Trendrating. This is why we are different from other providers.
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 20% 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 and optimization.
- Building model portfolios.
- Enhanced Risk management.
- Validation of investment ideas.
- Tactical allocation and sectors rotation.
- Development of Long and short strategies.
- Customizable reporting templates.
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's 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.
How can your market insights add value?
This is the difference between assumptions and knowledge of facts. Our technology enables an advanced discovery process, unveiling factual insights with a measurable impact on performance. We offer a fact-finding framework to discover what delivers performance and what is irrelevant. Compare any selection parameter and unveil the rules that perform better. Explore any combination of rules and discover the best. Assess and validate the results across the years with a rigorous test over different market cycles in your investment universe. Profit from the insights and maximize your performance. Use the information for your discretionary strategies.
How can I measure the actual impact to alpha of your platform?
It is easy and fully transparent.
1. In the Insights section, you can discover the different performance of the key fundamental parameters, so you can fine-tune your selection process and measure the impact.
2. Using the Strategy Builder, you can build your strategies, extracting ideas from the Directory, then test and track the performance in real time.
I have my own process in place. Why should I use your system?
As we offer better information, based on fact-finding, you can pick any insights you like and enrich your investment process with additional market intelligence. The insights and the facts that you can find in our system are not available in any other service, and they can give you valuable knowledge to be more in control of your performance.
What is the rationale of combining fundamentals and trend analytics?
Selecting the fundamentals that best capture the outperformers is essential. The right fundamentals justify the expectations of future gains. But some stocks may experience a falling trend anyway, as a result of massive selling pressure. Therefore, adding a layer of trend filter can help avoid the down moves and the ensuing losses. Combining strong fundamentals and validated positive trends is safe and wise. It is best practice, maximizing the performance and reducing the risks.
How much time should I dedicate to using Trendrating?
Little time indeed. Just a few minutes, not even every day, can have a big impact on your ability to increase returns and better manage risks. And actually, with Trendrating, you can save some of the time you use to consume data and information whose real value is uncertain and unproven.
How can your system improve my risk control?
With a sound 'trend risk control' filter, you can avoid stocks with a high probability to record a bear trend. Our trend analytics measure the buying vs. the selling pressure, the key driver of price trends.
Do you have more questions?
Send us an email at [email protected]. We will be happy to provide all the needed answers.
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Unveil enlightening insights within your investment universe, no cost, no obligation, just valuable information.
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.
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We serve 300+ global institutions
Trendrating and its content are for investment professional use only and are not intended for the retail investment public.
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