Expand Your Market Intelligence and Maximize Your Performance.

Profit from smarter insights and exploit the performance dispersion across stocks.

Turning Performance Dispersion into Opportunity

The ability to distinguish between winners and losers can significantly impact returns. Investors who can maximize exposure to top-performing stocks while limiting positions in underperformers are well-positioned to generate superior returns, regardless of market conditions. So why do many still fail to take advantage of performance dispersion and underperform? The answer lies in a lack of quality information and advanced market intelligence. The quality of available data directly affects the investment decision-making process, and conventional research, tools, and data are often inadequate for delivering the returns investors deserve.

Average Performance
 

S&P 500 Index

Top 25% Constituents

Bottom 25% Constituents

2022
 

-18.7%

23.9%

-44.3%

2023
 

23.9%

50.3%

-17.2%

2024
 

25%

56.9%

-20.4%

The Need for Better Information

Fact-finding via a rigorous, objective testing process can provide the answers to some key questions:

  • Which fundamental factors best identify winning investments?
  • Is there a combination of fundamentals that can maximize performance?
  • Can a trend validation filter improve risk management?

Professional Investors need and deserve access to advanced analytics and technology that can help them discover the most relevant information, cutting through the noise and avoiding ineffective data.

The Trendrating Solutions

Trendrating was founded with a strong passion to develop the best trend capture model for medium to long-term equity investors. Our team has over 25 years’ of experience in building first-class financial technology systems. What started as an analytics platform organically evolved into an offering of comprehensive technology-led solutions for global investors, advisors and strategists. Today we offer analytics, systematic portfolio management tools, indices and smart model portfolios to over 300 investment organizations worldwide.

Evidence of Value

Our clients can use Trendrating to build, test and optimize their own selection strategies and model portfolios. This is how they can objectively track, measure and validate the additional alpha that may be produced using our platform. Our system also offers a directory of different selection strategies as examples of what is possible to develop. The full list of strategies are available in the Trendrating platform, easy to monitor and evaluate daily.

At Trendrating, we provide:

  • Rigorous Testing & Optimization: Our solution conducts comprehensive testing, optimization, and validation of alpha contributions from both fundamental and trend-based parameters.
  • Smarter Insights: Effortlessly uncover actionable insights that enable you to capitalize on performance dispersion across stocks.
  • Data Validation: We highlight the critical importance of testing and validating the data that drives investment strategies, ensuring your decisions are both reliable and informed.

Our Clients

300+ global institutions take full advantage of Trendrating intelligence. Trendrating and its content are for investment professional use only and are not intended for the retail investment public.

Request your 15-minute demo session today!

Benefits

Improved Performance

Better Risk Control

Increased Transparency

More Efficiency

Enhanced Compliance

Time Saving

Cost Reduction

Our Range of Solutions

Providing alternative data, advanced analytics, and leading-edge technology to capitalize on the significant performance dispersion among stocks.

Supported Tasks

The challenge. Selecting and validating what stocks to buy or hold should take into consideration several factors. A key factor if the actual price trend. Neglecting a sound assessment and respect of the current trend direction is the primary cause of underperforman

The solution. Use Trendrating to validate investment ideas, as the confirmation of a positive trend in motion adds strength to the decision and reduces the risks. When considering a list of stocks to buy, Trendrating can add an extra layer of trend quality ranking to select the best opportunities.

The challenge. Selecting and validating what stocks to buy or hold should take into consideration several factors. A key factor if the actual price trend. Neglecting a sound assessment and respect of the current trend direction is the primary cause of underperforman

The solution. Use Trendrating to validate investment ideas, as the confirmation of a positive trend in motion adds strength to the decision and reduces the risks. When considering a list of stocks to buy, Trendrating can add an extra layer of trend quality ranking to select the best opportunities.

The challenge. Selecting and validating what stocks to buy or hold should take into consideration several factors. A key factor if the actual price trend. Neglecting a sound assessment and respect of the current trend direction is the primary cause of underperforman

The solution. Use Trendrating to validate investment ideas, as the confirmation of a positive trend in motion adds strength to the decision and reduces the risks. When considering a list of stocks to buy, Trendrating can add an extra layer of trend quality ranking to select the best opportunities.

The challenge. Selecting and validating what stocks to buy or hold should take into consideration several factors. A key factor if the actual price trend. Neglecting a sound assessment and respect of the current trend direction is the primary cause of underperforman

The solution. Use Trendrating to validate investment ideas, as the confirmation of a positive trend in motion adds strength to the decision and reduces the risks. When considering a list of stocks to buy, Trendrating can add an extra layer of trend quality ranking to select the best opportunities.

The challenge. Selecting and validating what stocks to buy or hold should take into consideration several factors. A key factor if the actual price trend. Neglecting a sound assessment and respect of the current trend direction is the primary cause of underperforman

The solution. Use Trendrating to validate investment ideas, as the confirmation of a positive trend in motion adds strength to the decision and reduces the risks. When considering a list of stocks to buy, Trendrating can add an extra layer of trend quality ranking to select the best opportunities.

The challenge. Selecting and validating what stocks to buy or hold should take into consideration several factors. A key factor if the actual price trend. Neglecting a sound assessment and respect of the current trend direction is the primary cause of underperforman

The solution. Use Trendrating to validate investment ideas, as the confirmation of a positive trend in motion adds strength to the decision and reduces the risks. When considering a list of stocks to buy, Trendrating can add an extra layer of trend quality ranking to select the best opportunities.

Our Partners

Awards

TRENDRATING SEAMLESSLY COMPLEMENTS FUNDAMENTAL RESEARCH.

Trend discovery and validation form the foundation for capitalizing on performance dispersion.

Better Information.

Better Decisions.

Better Investing.

Gain a critical edge and expand your market intelligence.

Press