Delivering investment performance seems to be a recurring challenge for active managers. The majority of mutual funds underperform their respective benchmarks over 3, 5, and 10-year periods. In the US over the past year, 73% of large-cap mutual funds underperformed the S&P 500. (Data as of June 30, 2025. Source: SPIVA Scorecard).

Why is that? Part of the problem is the use of conventional data, research and tools whose real value in producing alpha is inadequate and unproven. Investors need and deserve better information, based of fact-finding and market intelligence offering actual value, that can be rigorously tested and validated across history, and can be measured in real time. This is what 300+ institutions find in Trendrating’s platform, technology for an advanced discovery process, unveiling factual insights with a measurable impact on performance.

In the following document (How to improve), you will find valuable insights into the performance ranking of various fundamental parameters in the US market.

Trendrating has recently expanded its system with a broader range of analytics and functionalities, including an advanced AI assistant. They are now pleased to offer members of the THEIA association an exclusive demo and free trial. This will provide investors with valuable insights into their investment universe, including a list of the top-performing parameter combinations year-to-date.