What’s the difference between information that makes sense and information that makes money? Trendrating.

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.

- 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.

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.

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.

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.

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.

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.

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.

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.

Back-testing is a necessary step in a sound process of analysis and validation, it’s about providing the peace of mind that only comes from knowing your strategy has faced the markets and emerged resilient. It transforms your decisions from uncertain guesses into time-tested strategies with a track record you can trust. It is unwise to trust a strategy without the objective proof of back-testing, covering different market cycles.

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.

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.

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.

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