With more than 25 years of experience in portfolio analytics, investment strategies, and fintech, Rocco Pellegrinelli, CEO of Trendrating, has become a leading innovator in the financial technology space. As the visionary behind Trendrating’s products and services, Rocco has spent years building and testing advanced models using a mix of fundamental, quantitative, technical analysis, and AI methodologies. His passion for innovation and problem-solving has shaped the company into a game-changer in the investment management sector.
A Legacy of Innovation in Portfolio Management
Rocco’s journey into fintech began during his 13-year career as an equity portfolio manager, which laid the groundwork for his first venture in the industry, Brainpower—a portfolio management technology company that was eventually acquired by Bloomberg. Armed with extensive experience in asset management, Rocco launched Trendrating with the mission of helping active managers capture alpha that is measurable, actionable, and repeatable.
“Traditional research methods and old-school strategies are no longer sufficient for delivering real value to active managers,” says Rocco. “But capturing trends with well-proven models is not only possible but highly profitable. What’s needed is innovation—robust systems that are both reliable and adaptive.”
Empowering Active Managers with Trendrating’s Tools
Trendrating is built on Rocco’s belief that active managers need the right tools to succeed. He points out the “performance dispersion” in stock markets, where the top 25% of performers can outperform the bottom 25% by as much as 40%. This gap presents a golden opportunity for active managers to capture the winners and avoid the losers.
To enable this, Trendrating developed a unique method to rate price trends using a simple system (A, B, C, D). According to Rocco, “Trends are the most important factor to maximize returns.” Trendrating’s platform equips investors with advanced analytics that filter out noise and biases, giving them the intelligence they need to synchronize with actual price trends. The company serves over 100 institutional clients, providing them with the tools to improve risk control, validate ideas, optimize portfolios, and design easily executable investment strategies.
Shifting Toward the Future of Active Management
Rocco’s insights into the market’s evolving dynamics suggest that the current bear market offers an opportunity for active managers to reclaim credibility and assets lost to passive investment products such as ETFs. After a decade of strong performance from index-linked products, the shift back to market volatility opens the door for active managers to use modern tools, like those offered by Trendrating, to selectively pick winners and minimize risk.
“Incorporating intelligent, proven trend-capture methodologies is essential for active managers to stay ahead,” says Rocco. “These tools add an extra level of sound risk control and validation to investment ideas.”
Trendrating's Systematic Management Solution
To further enhance the ability of active managers to thrive in a challenging market, Trendrating is set to launch its “systematic management solution.” This platform combines Trendrating’s trend-rating model with a powerful engine that supports the design, testing, real-time tracking, and execution of personalized investment strategies. Designed for global application, this solution can be used on both discretionary and fully systematic bases, making it easy and fast to implement sophisticated strategies that were once complex and costly.
“With this solution, we are making something very complicated and expensive really easy and fast to implement,” says Rocco. Trendrating’s commitment to delivering value through innovation and simplicity positions it as a leading force in reshaping the future of active portfolio management