Trendrating Unveils ‘Portfolio Momentum Rating’ for Aggregated Portfolio Analysis

The new capability enables fund managers to rate their portfolio by momentum to indetify underperforming stocks and ETFs.

rocco-pellegrinelli-trendrating

The Momentum platform consumes closing prices and volume data for global equities, exchange-traded funds and country and sector indexes, and runs the data through a proprietary Smart Momentum Model, which is designed to spot trends early and to eliminate short-term fluctuations in volatility. The model then attributes ratings─from A to D─based on whether the stock is moving up or down. This offers a complete way to measure the aggregated momentum exposure for whole portfolios, baskets of stocks

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to Waterstechnology? View our subscription options

CME: CFTC OKs clearing move to Google Cloud

The CFTC has given the Chicago-based exchange approval to run its clearing and settlement infrastructure on the Google Cloud Platform, while the exchange and vendor have extended their partnership to last until at least 2037.

Most read articles loading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here