NEW YORK, Dec. 9, 2020 /PRNewswire/ — Trendrating SA, a provider of advanced analytics and technology solutions to the global capital markets, today announced the launch of its “Portfolio Sentinel” (PLUS) application in the Bloomberg App Portal on the Bloomberg Terminal at {APPS PLUS <GO>}.
This latest offering broadens Trendrating’s existing solution suite that offers data feed and cloud-based performance and systematic solutions to buy side institutions including asset and wealth managers, hedge funds, family offices and registered investment advisors (RIAs). These participants now have another means of accessing a key solution for portfolio risk control and optimization within their active and discretionary investment activities. Professional investors can now enrich the decision process and maximize returns profiting from the pattern recognition model developed by Trendrating and used by hundreds of professional equity managers.
“Portfolio Sentinel” (PLUS) enables investors to capture price trends and reversals more effectively by using the innovative methodology to “rate trends” developed by Trendrating. This adds a layer of actionable market intelligence designed to deliver alpha. The ratings (A,B,C,D) and broader metrics facilitates an easy and fast assessment as to the direction and quality of actual price trends, adding an objective, pragmatic sanity check across portfolios.
The application supports a broad range of functionality including the rating of individual holdings, alerts for upgrades and downgrades, the aggregated rating of portfolios, the specific rating of sectors and the possibility to simulate portfolio optimization and the resulting impact.
Bloomberg Terminal subscribers globally can access the Bloomberg App Portal at {APPS<GO>} where they can search for applications that help users accomplish specific tasks, such as value and price securities, visualize and analyze data or use new charting solutions. Applications can be licensed and operated seamlessly from within the Bloomberg App Portal.