Trendrating Announces Version 2.1 with Advanced Portfolio Analysis and Reporting Capabilities

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This updated version of Trendrating makes it possible for portfolio managers to extract greater value from the web platform to easily identify more opportunities and avoid risk without changing their investment workflow process.

Trendrating Portfolio Analyzer

As our customer base expands in size and investor profile, we are committed to continuously adding new tools and features that fit seamlessly into different types of investment workflows

Trendrating, a global leader in cutting edge “trend capture” technology, today announced the release of version 2.1 of its performance management platform. This updated version of Trendrating makes it possible for portfolio managers to extract greater value from the web platform to easily identify more opportunities and avoid risk without changing their investment workflow process.

Trendrating 2.1 features a richer “Markets Analysis” module, where asset managers can assess macro level changes to trends by Country, Region, Sector and Industry. The additional sorting and display features are beneficial for both active and passive managers to set more accurate portfolio weightings in regards to stocks, ADRs and ETFs. In addition, the “Portfolio Analysis” module now offers expanded reporting functionality to more efficiently monitor specific risks in any portfolio and spot key trend reversals in time. This added functionality enables users to print ranking reports of their individual holdings and get allocation recommendations in a single click. The “Security Analysis” module has also been updated to support the comparison of multiple securities with associated rankings to enable a more refined way to select new stocks and validate existing holdings.

The Trendrating Model was designed to seamlessly complement fundamental analysis. Identifying and capturing trends is the essence of successful investing. The ability to capture trends, profiting during bull markets and avoiding bear phases, is the key to superior investment performance on a consistent basis. Trendrating adds a layer of intelligence to supplement any investment style in order to raise the accuracy of security selection and portfolio construction. Trendrating ratings and analytics can be accessed within its cloud-based software platform or as a data feed.

“As our customer base expands in size and investor profile, we are committed to continuously adding new tools and features that fit seamlessly into different types of investment workflows”, said Rocco Pellegrinelli, Founder and CEO of Trendrating. “We serve more than 100 institutional customers globally, that use Trendrating as part of their investment decision process in asset management, wealth management, private banking, and advisory to maximize returns and control risks.”

About Trendrating
Trendrating is a market leading provider of analytics and technology for professional equity investors. The company serves 100+ customers globally in the areas of asset management and wealth management. Trendrating has developed a proprietary, sophisticated model to rate securities, indices and portfolios. The rating captures medium term price trends on securities, assesses a portfolio’s exposure to bull vs. bear trends and supports a more effective and pro-active risk control. The mission of the company is to help customers to more effectively capture trends, profiting from bull markets and avoiding bear phases as this is the key to superior performance on a consistent basis. Learn more at http://www.trendrating.com.

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John Coulter
Trendrating
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