Company or product description:
Trendrating provides an innovative, well proven set of analytics to assess and rate the quality of price trends. Trendrating is the perfect complement to most investment styles, providing an edge in a market where Trend Capture Analytics can add a measurable advantage when used in tandem with pure fundamental approaches.
What makes your company or product great?
A winning trend capture model needs to be able to quickly pick up on price changes, yet be robust enough to not be thrown off by false signals, normal volatility, and market noise. Trendrating is the next generation of trend capture models that took four years to build after massive testing on over 25 years of data. Trendrating delivers superior results because it adapts fluently to market cycles. We call this innovative approach - Smart Momentum.
What key challenge does it solve?
Portfolio Managers typically consume and analyze fundamental, qualitative and quantitative data. However, many do not apply the same sophistication and discipline in analyzing key price trends across investment universes and portfolios, despite the fact that being in sync with individual stock trends is the premier contributor to risk control and better returns. Trendrating can gauge the strength and duration of trends within large universes of stocks to identify the strongest ones to invest in and the weakest ones to avoid.
What is your best success story?
One of the World’s largest wealth managers understood that their elite group of advisors needed better technology tools. By offering Trendrating within their discretionary portfolio management program, advisors gained access to superior analytics to complement in-house research. “We use Trendrating to verify existing or proposed securities in discretionary models to apply technical analysis in addition to our firm supplied fundamental analysis,” said one team. There are now over 70 teams utilizing the state-of-the-art Trendrating platform.