Investment intelligence is the ultimate battlefield in the race to beat competitors, protect and grow market share, attract new users and generate upselling opportunities.
Leading rather than following this evolution is keeping busy many providers, including financial data vendors, portfolio management systems, wealth tech platforms.
But beyond the hype, it is important to define what is effective investment intelligence and what it should provide.
Investment intelligence is about delivering alpha and improving the investment performance with actual evidence.
The alpha must be real, measurable, well proved and documented; otherwise it is just a marketing pitch, and this is where a large part of the data, analytics, predictive tools and basic AI content fail. The alpha is often uncertain and unproven.
Demonstrating and validating the real contribution to alpha of whatever information is offered requires a rigorous verification across a statistically significant history.
This can only be done with sophisticated technology, that can test any parameter available (fundamental, quantitative, technical), mix and explore any combination of rules, support any adjustment, optimize and finally generate factual evidence of results. Leading-edge AI models can also identify the best set of parameters from thousands of combinations with full transparency.
Trendrating is at the forefront of this value proposition for years as substantiated by the prestigious list of sophisticated clients acquired.
Discover which fund parameters work best in selecting the outperforming stocks. Different markets and sectors can reward specific fundamentals. For example, the US financial sector rewards value metrics while industrials are driven by growth.
The difference can be well above 9% of yearly returns.
Gain more control over medium-term price trends. The performance dispersion across stocks is broad. Advanced analytics of new generation can offer the ‘Trend Intelligence’ that help discriminating bull vs. bear phases, respecting trends and profiting from dispersion.
The 6 months differential of the average return between the top and the bottom tiers in the S&P 500 index is in excess of 25%.
What are the combinations of selection rules that can produce better returns in a consistent way across market cycle? Our platform can answer this critical question. Users can explore and test any combination with a few clicks in few seconds.
It is then easy to see how the right combination of rules can beat the index by 10% and more.
AI Assistant. This functionality offers the answers to questions like; how can I reduce the risks in my portfolio? or how can I better select new investment ideas? providing the best practice guidelines with specific suggestions.
AI Strategy Advisor. Starting from the investment strategy chosen by the investor, the AI compares the strategy against other 50,000 pre-defined strategies to find the one that, respecting the specific investment approach, can enhance the performance with some additional selection rules.
By incorporating our technology and analytics, you can offer your clients the ability to get answers to key questions like:
Which fundamental parameters can capture more alpha in my investment universe?
Is there any combination of fundamental parameters that can maximize my performance?
Which trend analytics work best to promptly spot negative trends across my holdings?
What is the most productive combination of multi-factor parameters?
What is the ideal number of stocks in an active portfolio to maximize returns with acceptable risk?
How can I measure the price strength of sectors and profit from the rotation?
Which market insights can help me to improve returns?
How can I test and validate my strategies with sound evidence?
Integrating our AI-driven intelligence into your investment process is a smart, low-risk way to achieve measurable improvements in performance.
Maximize returns.
Better control risks.
Enhance compliance.
Save time.
Reduce costs.
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.
I’ve just won the firm’s annual nationwide stock picking contest and used Trendrating to do it!
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!
Finally, a system that unveils which parameters can help me capture alpha. It’s the best information I was looking for!
Trendrating technology makes it possible and easy to build multi-factor strategies and discover the actual value over history. This makes me feel more comfortable with my decision-making process.
A platform that works on fact-finding and provides a way to measure the actual value of different selection rules. It offers useful knowledge to filter out unproductive assumptions and market noise.
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.
