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Gain a critical edge and expand your market intelligence!

Better information.
Better decisions.
Better investing.

Trendrating Intelligence

Alternative data, advanced analytics and leading-edge technology to exploit the broad performance dispersion across stocks.


Strategy Management Solution


Performance Management Platform


Smart Model Portfolios


Advanced Analytics Data Feed

Trends discovery and validation are the basis for exploiting the broad performance dispersion across stocks. 

what our clients say

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

Institutional investors who integrate trend capture analytics into their decision process can benefit from more accurate trend assessments.

Fund 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

The market intelligence and the discipline that I extract from Trendrating gives me more confidence than the conventional data and tools.

Wealth Manager, Singapore

I save time and filter out the market noise thanks to Trendrating.

RIA, US

Finally a system offering better information with actual value to navigate the market.

Portfolio Manager, Spain

A great technology to explore and discover the most productive combinations of selection rules.

Advisor, Switzerland

Trendrating solutions seamlessly complements fundamental research.

Frequently Asked Questions

How are the Trendrating solutions used?

Trendrating technology and analytics contribute to improve a number of critical key tasks of the portfolio management workflow. Professional investors can:

- Validate investment ideas and analysts’ opinions.
- Identify new investment opportunities.
- Portfolio risk management, analysis and optimization.
- Rank of investment universes.
- Tactical allocation and sectors rotation.
- Design, test, optimization of smart indices and strategies.
- Alerts of positive and negative trend reversals.
- Fully customizable reporting templates.

What are the key benefits in adopting Trendrating into my investment process?

- Improved Performance.
- Better Risk Control.
- Increased Transparency.
- More Efficiency.
- Enhanced Compliance.
- Time-Saving.
- Cost Reduction.
- Global applicability.

Does Trendrating conflict with my investment style?

Not at all. Most of our customers use Trendrating analytics as a smart complement to their current decision process. More importantly, Trendrating Intelligence seamlessly complements fundamental research.

What is Trendrating track-record?

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. For 10+ years Trendrating multi-award-winning technology and analytics provide real, measurable impact to 300+ global institutions.

Can I test the Trendrating platform?

Sure! We provide a 2-weeks free trial period. Fill the contact form and a Trendrating representative will contact you within 24 hours. You will then gain imminent access to Trendrating alpha generation and enhanced risk control platform.

Do I have more questions?

Send us an email at [email protected]. We will be happy to provide all the needed answers.

Empowering hundreds of professional investors for 10+ years.

Our latest awards

Still skeptical? Request your 15-minute demo session today and perform your own evaluation!

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Gain a critical edge and expand your market intelligence.

The future of active equity portfolio management is here.

Address

Via Cantonale 19
Lugano 6900, CH

About Trendrating

Trendrating, headquartered in Lugano with subsidiaries in London, Boston and Atlanta is a global leader in the field of advanced analytics and leading-edge technology, serving hundreds of institutions worldwide. Our proprietary methodologies are used as part of their investment decision-making process in the wealth management, private banking, advisory and hedge funds fields to maximize returns and better control risks. Our key strategic partners include Bloomberg, Euronext and FactSet. Learn more at www.trendrating.com