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


Trendrating Intelligence Roadmap

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


How to handle the indices roller coaster? Can the last two years provide an indication of what to expect in the new market regime? What is the right perspective going forward?

In 2022 the S&P 500 index lost -18.7% and in 2023 gained 24%. What is next for the benchmarks? Another bear phase or a sequence of new highs? Nobody has the answer, but something is for sure, the recurrent persistence of the performance dispersion effect across stocks.

The broad market exhibits a large performance dispersion across the ups-and-downs of the index. Capturing the outperformers and avoiding the underperformers is the key. Performance dispersion is simply the dispersion of price trends. Therefore, trends assessments and validation is imperative.

Improve Your Control Over The Risks of The New Market Cycle

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Discover how you can maximize your performance, and reduce the risks in the new Market cycle!

Trendrating (and its content) is for investment professional use only and is not intended for the retail investment public.

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Frequently Asked Questions

How are the Trendrating solutions used?

Trendrating analytics and technology contribute to improve a number of critical key tasks of the portfolio management workflow, including:

- Validating investment ideas and analysts’ opinions.
- Identifying new investment opportunities across markets and sectors.
- Portfolio management, analysis and optimization.
- Enabling pro-active advisory of wealth managers.
- Tactical allocation across markets and sectors.
- Risk control on individual holdings.
- Design, test, optimization and execution of smarter indices and strategies.
- Get alerts on positive and negative trend reversals.

Does this can conflict with my fundamental driven investment style?

Not at all. Most of our customers use Trendrating analytics as a smart complement to their current decision process.

For example in any universe of stocks that satisfy specific fundamental metrics there will be good performers and mediocre performers. Trendrating can help to separate the winners from the losers with a yearly time horizon.

Our customers then use Trendrating analytics to refine either the stocks selection from the desired universe or to adjust the exposure overweighting positively rated securities, while underweighting negatively rated stocks. By using this simple approach they can easily increase returns and lower risks. The impact is fully trackable.

Trendrating makes it possible to get the best out of most fundamental strategies via a better synchronization to real price trends.

What are the key benefits in adopting Trendrating into my investment process?

- Better performance for managed and advised accounts.
- More robust risk management.
- Greater efficiency and transparency of the investment process.
- Improved compliance.
- Global applicability.
- Time and cost saving.


I’ve just won the firm’s annual nationwide stock picking contest and used Trendrating to do it!

Wealth manager, US

I use it every day, I enter client portfolios and get daily updates on them. I always looked at how a stock is ranked before buying it!

Asset manager, Switzerland

I have found the service very valuable for using the downgrades to identify sell candidates!

Fund manager, UK

Institutional investors who integrate trend capture analytics into their decision process can benefit from more accurate trend assessments.

Fund Manager, US

I’ve been thrilled with the strategy builder and implementation of the various portfolios I’ve created and now using for client assets.

Wealth Manager, US

At first skeptical then when paper portfolios were doing so well I used my own $ and now regret not putting Client $ in earlier.

Wealth Manager, US

Gain a critical edge and expand your market intelligence.

Trendrating seamlessly complements fundamental research.

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About Trendrating

Trendrating is a global leader in the field of advanced analytics and ‘trend capture’ technology. Serving hundreds of institutional customers globally, our proprietary methodologies are used as part of their investment decision-making process in the wealth management, private banking, advisory and hedge funds fields to maximize returns and better control risks. Our key strategic partners include Bloomberg and Euronext. Learn more at

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