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. The core team includes a seasoned group of passionate developers, mathematicians, and quants.
Trendrating is a vast tool that can empower a professional that wants to hone their craft by having a tool that can be used to analyze many data metrics. This can help to reaffirm your decision process when used by itself or alongside other methodologies.
Asset Manager, US
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
The application makes perfect sense in our environment. The value added is also very appealing.
Portfolio Manager, South Africa
Our approach towards investing is research-driven. We strive to get to know managements (and their competitors) and own a portfolio of the best companies at reasonable prices. That said, we recognize that there are “technical” and price trends – that in themselves carry information that may yet to be fully discovered by the market. Trendrating […]
Asset Manager, Singapore
Trendrating has become a key part of our investment toolkit at our family office, enhancing our monitoring, risk management, and idea generation. Its intuitive platform offers peace of mind and a competitive edge in identifying market trends. The personalized support from the Trendrating team has been exceptional, equipping us to maximize the platform’s potential. We […]
Family Office, US
By following some of the suggested trading for my portfolio the tool has paid for itself several times over in unrealized gains and by suggesting a sell recommendation that I likely wouldn’t have made.
Wealth 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
Rocco Pellegrinelli began his career as a portfolio manager. He has been a successful entrepreneur in the technology sector for the past 20 years. He created Brainpower in 1996 and as Chairman and CEO, established it as one of the top portfolio management systems globally. After taking the company public on the Frankfurt Stock Exchange in 2000, Brainpower was acquired by Bloomberg in 2006. His vision “Many analytical tools makes sense, but do they also make money? It is time to bring real value to fund managers.” Rocco believes that the asset and wealth management industry needs to evolve toward higher standards of value to clients, efficiency and cost effectiveness. Adopting new data and sophisticated tools is the only solution. He launched Trendrating with the mission to provide innovative analytics and technology that deliver alpha in a measurable, actionable and repeatable way. In 2020, Rocco has been nominated as one of the “10 Most Inspiring CEOs to Watch” by Industry Tech Outlook, as well as one of the “10 Best Innovative Leaders” by DigiTech Insight. Rocco is also a Nasdaq contributor to their advisor portal.
The enemies of excellence are skepticism and inertia.
Skepticism against the new. Rejection of innovative ideas and methodologies due to fear of change. Often we hear, “I’ve seen many new things and they’re all worthless!” Well, maybe you’ve seen many things, but you didn’t see everything. Once in a while, a new idea comes around that delivers valuable innovation worth serious consideration.
Inertia prevents making small changes and adjustments to the status quo. Inertia blocks any potential improvement, despite the fact that anything can be always improved by definition. The skeptic says, “I have my way to do things, why should I change?” What if the change delivers better results? You still won’t consider it? What about your obligations to always provide your clients with the best possible service? Are you truly delivering on what your promise?
Skepticism and inertia are the main causes of the chronic underperformance of most active managers.
The asset management industry is rapidly evolving after years of stalled repetition of old school approaches and methodologies. Those who survive will be the ones who put fear of change aside and quickly adopt the best in class innovation. These forward-thinkers will profit from new tools that incorporate advanced analytics, models, and technology. The rest will be held hostage by skepticism and inertia.
Let’s bet on which type of portfolio manager will grow and prosper. Our mission is to help smart people to succeed and beat the competition. Just ask our customers.
Warm Regards.
Rocco Pellegrinelli, Founder & CEO
Co-Founder, CTO
Sandro Bottarelli is an expert in physics and engineering. He was formerly Chief Development Officer at Brainpower. His analytics models became the core of Bloomberg’s Portfolio Analytics offering. While at Bloomberg, he was Manager of the Portfolio Analytics R&D division. He graduated magna cum laude in Science from the University of Milan. His motto is “The value of an idea lies in the using of it”. Thomas A. Edison
Managing Director, North America
John has spent his entire career growing innovative fintech companies. In 1995 he co-founded TRIAD, the equities IOI management system which was one of the first commercially available FIX engines, later acquired by Reuters. John was also President and COO of Javelin Technologies, the world’s leading FIX engine vendor with over 350 customers, acquired by NYFIX in 2002. He then served as VP of Corporate strategy with Silicon Valley based Vhayu, acquired by Thomson Reuters in 2009. John graduated from Fairfield University with a BA in English & Journalism and is a devoted Little League baseball coach for his two sons.
Senior Strategist
As a Senior Strategist at Trendrating, Massimiliano is dedicated to operating exceptional marketing activities and spearheading business growth. With a deep passion for the finance industry, Massimiliano remains at the forefront of emerging trends, and technological advancements. By staying abreast of industry changes, he consistently introduces innovative strategies, shaping the success and growth of Trendrating. He graduated from Webster University (Geneva) with a BS in Business Administration and a BA in Management.
Equity Strategies Manager
As an Equity Strategies Manager at Trendrating, Guido is in charge of constructing equity-driven strategies across the globe for sophisticated international clients with the goal of delivering superior returns over the years. He is also a specialist in creating smart model portfolios that meet the clients needs. He graduated from Webster University (Geneva) with a BS in Business Administration and a BA in Management.
Financial Data Analyst
Massimo is a Financial Analyst with experiences across private banking, asset management, and trading. He holds a bachelor’s degree in Politics, Philosophy & Economics from LUISS Guido Carli University and a master’s degree in Banking & Finance from Università della Svizzera Italiana (USI). His career spans roles on trading desks and advisory teams, where he has built expertise in market analysis, structured investment solutions, and regulatory processes. Away from finance, Massimo is passionate about skiing, golfing, and playing tennis, pursuits that reflect his focus, discipline, and competitive spirit.
Business Development
As a seasoned global Business Development Executive with over 15 years of experience, George brings a wealth of expertise across various industries, including commercial banking, tax consultancy, and software/IT. With a proven track record of driving growth and fostering strategic partnerships, George specializes in introducing and expanding business opportunities across the EMEA and APAC regions. Leveraging his passion for innovation and collaboration, George is dedicated to bringing solutions that drive measurable and sustainable business success across the globe.
