Trendrating to Exhibit at CFA Institute Annual Conference in Montreal

8–11 May 2016
Palais des congrès de Montréal
Montréal, Quebec, Canada


The flagship CFA Institute Annual Conference rotates continents and is one of the investment industry’s largest and longest running educational gatherings of investment professionals, attracting as many as 1,800 delegates from 70 countries and regions in prior years.

A recent article in the Financial Times (5 April, 2016) cites the new S&P Dow Jones Indices report which found that the vast majority of active fund managers have again underperformed their benchmark. This is consistent with past results for mutual funds globally over the last 10 years as extensively analyzed by the annual SPIVA reports.

Why is this happening?

  • Taking profits too soon and missing the bulk of a strong uptrends believing that the fundamentals are overstretched despite evidence of powerful price momentum.
  • Letting losses run and instead increasing the exposure to average down a position that “is a sure winner”.
  • Disregard for the real price action as opposed to the theoretical value of a stock.

Momentum analytics are the solution.  An objective Momentum overlay protects fund managers by keeping in check the aforementioned points.

Trendrating provides momentum analytics proven to outperform.  100 clients including Credit Suisse, Pictet, and  Fidelity International rely on our accurate ratings to boost performance and reduce downside capture.  FTSE Russell recently selected Trendrating to collaborate on a new generation of Momentum Indexes to be launched in 2016.

We invite you to come see us at the CFA Conference in Montreal  and learn more.


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