Dan Brady, CFA, Debunks the Myths of Momentum Factor Investing at Morgan Stanley’s Annual Portfolio Management Institute Forum

Trendrating VP of Sales – Wealth Management, Dan Brady, CFA presented to Morgan Stanley’s elite PMI Group at their annual conference in Hilton Head, SC today. Dan put forth compelling evidence that shows that Momentum Investing, if followed with discipline, using proper tools such as Trendrating, typically outperforms all other Factors from a Risk/Return profile.…

Trendrating to Exhibit at CFA Institute Annual Conference in Montreal

8–11 May 2016 Palais des congrès de Montréal Montréal, Quebec, Canada #CFAInvest TRENDRATING – BOOTH #27 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…