Hortz: Why does it work?
Pellegrinelli: Our approach works because it is agnostic, opportunistic, pragmatic, and unbiased as it is based on a multi-factor AI pattern recognition model that avoids any human interpretation and forecast. Our fresh, innovative data and technology delivers a layer of logical market intelligence whose value is fully transparent and measurable that fills a critical gap of needed information for active managers in any investment universe.
Bull trends are identified by positive ratings. Bear phases by negative ratings. Upgrades and downgrades signal trend reversals and are notified via alerts.
Hortz: Any final thoughts on why active managers should capture performance dispersion?
Pellegrinelli: We offer a new, different set of analytics and tools to measure performance dispersion and rate price trends; filtering out market noise, arguable opinions, and disputable research. We would like to invite you to learn more with our new website where we share research articles on performance dispersion and give you access to free up-to-date statistics to measure and analyze the dispersion in the markets and sectors of your interest.
We are already serving more than 200 institutional customers globally with our proprietary methodologies being used as part of their investment decision-making process in wealth management, private banking, advisory and hedge fund fields to maximize returns and better control risks. You can also find our analytics with key strategic partners including Bloomberg and Euronext.
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We position our members with the necessary ongoing innovation resources and best practices to drive and facilitate their next-generation growth, differentiation and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors — Ultimus Fund Solutions, NASDAQ, FLX Networks, Pershing, Fidelity, Voya Financial and Charter Financial Publishing (publisher of Financial Advisor and Private Wealth magazines).