A cloud-based platform that utilizes ratings and other trend-based metrics to enhance fundamentally driven strategies’ stock selection and allocation processes. Generate new investment ideas by easily screening and comparing trends across individual securities, markets, sectors, and industries. Gain timely insights into potentially exhausted trends for improved risk control.
A cloud-based platform for designing, testing, and validating active strategies. Select parameters from a comprehensive library of fundamental and trend analytics. Test the chosen combination against a benchmark to generate statistical evidence covering up to 15 years of historical data. Investors can track and monitor rebalancing, ensuring strategies align with investment goals.
Our approach is entirely systematic, with no human intervention or subjective influence. The stock selection rules are rigorously tested over 15 years and are combined and weighted using our algorithmic models. To capitalize on the wide performance dispersion among stocks, a well-tested sequence of selection criteria is essential. Our Smart Model Portfolios identify stocks that blend the strongest fundamentals with confirmed positive price trends.
Sent daily via FTP server, the Data Feed offers consolidated trend analytics access for more than 15,000 instruments worldwide, categorised using reference data based on the Financial Instrument Global Identifier (FIGI) to describe these instruments. FIGI identifier is natively supported by the Bloomberg platform.
Trendrating covers over 20,000+ indices, sectors, ETFs, stocks, commodities and major currencies across 40+ countries.
The Trendrating advanced analytics data feed can be delivered in a flexible format and can be easily integrated into third-party platforms such as Factset and Bloomberg or into proprietary systems built using Matlab, R, S-Plus etc.
Trendrating Ltd
Octagon Point – 5 Cheapside
London, EC2V 6AA
United Kingdom
