Driving Client Success with Actionable Market Innovations
Enhance your existing investment process with a complementary layer of intelligence. Trendrating’s advanced trend-based rating system integrates seamlessly into your strategy, providing actionable insights to identify potential outperformers and avoid underperformers – while fully preserving the integrity of your approach. By overlaying our data-driven ratings and rankings onto your investment universe, you gain an edge to optimize returns and better manage risk. Trendrating empowers you to elevate your process without compromising your philosophy
A Wealth Manager’s primary goal is to grow and protect client assets by managing risk and avoiding unnecessary exposure to underperforming investments. In today’s dynamic markets, new metrics and advanced tools for risk control are increasingly essential. Trendrating provides wealth managers with robust, validated analytics and technology designed to enhance investment returns and safeguard portfolio performance.
Active mutual funds often face challenges in consistently outperforming their benchmarks (Source: S&P SPIVA). In today’s markets, security price movements increasingly diverge from underlying fundamentals, driven by rapidly evolving market dynamics and the growing dominance of index-based strategies. These factors can lead to extended periods of underperformance for fundamentally driven approaches. We believe this challenge can be addressed by integrating intelligent trend analysis into fundamentally focused investment processes. Proven analytics that objectively assess the direction and quality of price trends – while filtering out market noise – offer a structured solution. Trendrating is designed to complement fundamental research, providing an additional layer of insight to improve investment outcomes.
Market behavior is evolving as new products, algorithms, and systematic investing create a multi-dimensional risk environment. Self-reinforcing trends, driven by large pools of capital following momentum – the only investment factor that strengthens with increased adoption – present a significant challenge to traditional risk management methodologies. At Trendrating, we believe that one of the most pressing risks today is performance risk: the risk of underperforming and doing so with consistent regularity. We equip risk managers with the methodology, metrics and technology needed to effectively address and mitigate this challenge.
Proactive, informed and timely advice is crucial for delivering exceptional value to clients. Retaining and growing assets under advice can be challenging and advisors need the best tools available to succeed. By using the same advanced analytics and systems that power leading institutional investment strategies, you can exceed client expectations and enhance your advisory capabilities.
Value investing is struggling to stay relevant, primarily due to the rise of hard-to-analyze intangible assets (The Economist, Nov 12th, 2020). While value-based strategies have underperformed in recent years, there is still an opportunity for improved returns. The key is adding an intelligent filter to assess price trends across a defined universe of value stocks, distinguishing between those in a bull trend, where market recognition is growing, and those in a bear phase, with negative money flow. By incorporating trend validation, value investors can revitalize their strategy and enhance returns. Research by Moskowitz et al. (2014) shows that combining value and trend validation strategies can improve portfolio efficiency. Trendrating makes it easy to overlay trend validation with value strategies and measure the impact with our Strategy Management Solution.
The systematic management of equity portfolios offers a compelling alternative to discretionary approaches, improving performance, efficiency, and reducing costs. Trendrating’s Strategy Management Solution is designed to make systematic investing straightforward for you. It enables active portfolio managers and advisors to test, optimize and refine their own investment strategies and model portfolios transforming a complex, mission-critical task into a quick and efficient process. Trendrating equips you with advanced technology and data, providing the tools needed to outperform benchmarks by expanding your market intelligence in an increasingly complex environment.
Trendrating Ltd
Octagon Point – 5 Cheapside
London, EC2V 6AA
United Kingdom
