If you have contacts across asset managers, wealth managers, funds and family offices you may be interested in being part of our network of introducers. Your contacts will be able to test our solutions and evaluate the benefits they can get. For every sale, we will recognize to you a recurring fee.
According to the SPIVA scorecard over the last 20 years:
Part of the problem is the result of a lack of better information and excessive faith on hypotheses and assumptions.
Conventional research, data and tools are often inadequate at delivering alpha. As a matter of fact testing and demonstrating the actual value is quite a challenge. Investors need and deserve better information whose added value must be measurable. Taking for granted ideas and assumptions is unsafe. Investors should profit from technology that enables them to run a test of the chosen selection rules and validate them across different market cycles. Only a disciplined, objective assessment of the true performance of the investment rules can expose any drawbacks and trigger the necessary adjustments.
Delivering superior performance is possible if one can find the facts and get the answers to critical questions like:
It is all about having access to market intelligence of higher quality and to the insights that only a sound fact-finding process can provide.
Our solution combines advanced market insights and technology to maximize the performance of actively managed portfolios. We deliver critical data and unique market intelligence to boost performance. Trendrating sets a new standard of value for professional investors. Finally, a system that opens a wealth of meaningful information and insights. Access a rich data set organized around fundamental, quantitative, performance dispersion and trend validation analytics. Select the criteria of your interest, define the parameters, choose the investment universe and run your tests for up to 15 years. Optimize the strategy either by adding other rules or changing the parameters, compare the results and find the strategy that best fits your goals. Discover the best combinations and build your winning strategies. Use fact-finding to leverage your opportunities.
Our credentials are the 250+ customers we serve on a global scale, including UBS, JP Morgan, Morgan Stanley, Fidelity, Pictet, Natixis, Intesa, Coutts and the strategic partnerships we have with Bloomberg and Euronext.
Our company has in place a program for introducers interested in presenting Trendrating to asset managers, wealth managers and family offices. People with contacts across professional investors can join the program.
Bring added value to your contacts. Offer an opportunity to discover technology that is mission-critical and well-validated. A solution that can boost growth and profitability.
Income. Earn a recurring revenue share for every deal closed.
Little effort. Just produce a mail introduction. We do the heavy lifting – demo, test, training, selling, support.
Transparency. Continuous reporting to you on progress with all the contacts introduced.