Through the solution, portfolio managers can select an existing portfolio or basket and set their stock selection, holding rules and which benchmark to compare against, Rocco Pellegrinelli, CEO of Trendrating, tells Buy-Side Technology. Once satisfied with the results, the manager can save the strategy and overlay it on top of any portfolio to determine best and worst momentum performers.
TMAP's portfolio optimization module then runs the strategy and recommends suggested allocations for a given
Anthony and James look at developments pertaining to the Consolidated Audit Trail and wonder if big-tech companies could challenge traditional asset managers.Subscribe to Weekly Wrap emails
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