Tendance Finance
Tendance Finance is a Paris-based independent investment advisory firm (founded 2011) that runs systematic trend-following strategies on liquid futures for institutional and accredited professional investors, distributed via a UCITS fund and bespoke mandates.
- Company typePrivate
- Founded2011
- HeadquartersParis, France
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Tendance Finance does
Tendance Finance is a Paris-based, independent investment advisory firm founded in 2011 that designs and delivers systematic trend-following strategies to institutional investors and accredited professional investors. Its core technology consists of two proprietary components — a Capital Preservation Signal intended to mitigate drawdowns, and a Ranking System for selecting the markets exhibiting the strongest relative momentum — applied to a global composite universe of liquid, listed equity and sovereign bond futures. The firm offers these strategies through three distribution channels: the Luxembourg UCITS IV fund Next AM-Tendance Finance Fund (LFNXTFA LX), launched in May 2012 and managed by NewAlpha AM (a subsidiary of La Française AM Group); bespoke advisory solutions structured as global advisory agreements, overlays on specific assets, or permanent portfolio monitoring; and a US Managed Account vehicle made available after the firm obtained NFA registration as a CTA in 2016. Tendance Finance is ORIAS-registered (n°13000845) in France and NFA-registered in the US, and operates with a 1–10 person team led by founding partners Manuel de Bonneval and Laurence Jacquot, with no disclosed external venture or private equity backing.
Tendance Finance firmographics
Firmographics- Name
- Tendance Finance
- Legal name
- Tendance Finance
- Website
- https://tendancefinance.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tendance Finance is a Paris-based independent investment advisory firm (founded 2011) that runs systematic trend-following strategies on liquid futures for institutional and accredited professional investors, distributed via a UCITS fund and bespoke mandates.
- Ownership category
- akta.pro rank
Tendance Finance industry classification
Industry- Product category
- Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Hedge Funds — Commodity Systematic/CTA (Managed Futures) (FSAHAHAC)
Keywords
Where Tendance Finance is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Tendance Finance business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: Advisory services for institutional and professional investors, including global advisory agreements, overlay propositions targeted on specific assets, and permanent portfolio monitoring
- Fund Management (UCITS Fund): Management fees from the Luxembourg UCITS IV fund (Next AM-Tendance Finance Fund) launched in May 2012 and managed by NewAlpha AM
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Tendance Finance product offering
Product offeringCore offering
Tendance Finance is an independent investment advisory firm that delivers systematic trend-following investment management to institutional investors and accredited professional investors. Its primary product is the Next AM-Tendance Finance Fund (LFNXTFA LX), a Luxembourg UCITS IV fund that provides dynamically managed core exposure to equity and sovereign bond markets through liquid listed futures, complemented by bespoke advisory mandates applied to customized asset combinations. The firm uses a proprietary Capital Preservation Signal for drawdown protection and a proprietary Ranking System to select markets with the strongest relative momentum.
Product overview
Tendance Finance offers a suite of systematic investment management products centered on trend-following strategies. The core product is the Next AM-Tendance Finance Fund (LFNXTFA LX), a Luxembourg UCITS IV fund launched in 2012, which provides dynamically managed core exposure to equity and sovereign bond markets through liquid futures contracts. Complementing the fund are Bespoke Solutions that apply the proprietary investment process to customized asset combinations. The offering is powered by proprietary technology including a Capital Preservation Signal for drawdown protection and a Ranking System for market selection. Services are available to institutional investors and accredited professional investors.
Differentiator
Problem solved
Functional benefit
Products and services
- Next AM-Tendance Finance Fund (LFNXTFA LX) Luxembourg UCITS IV fund launched in May 2012 and managed by NewAlpha AM. Allocates to financial assets through liquid futures only, targeting strong positive performance with volatility close to equity markets (approximately 15%) and offering daily liquidity. Targeted at institutional investors and accredited professional investors.
- Bespoke Solutions Customized investment strategies applied to any assets or combination of assets (equities, bonds, commodities, currencies). Delivered through global advisory agreements, overlay propositions targeted on specific assets, or permanent portfolio monitoring, for institutional and accredited professional investors.
- Managed Account Managed Account offering available to US investors, enabling access to Tendance Finance's systematic investment strategies through a separately managed account structure, enabled by NFA CTA registration in 2016.
Quantifiable outcome
- Target volatility close to equity markets (approximately 15%) in most market conditions
- +1 more outcomes
Companies that use Tendance Finance
Customer profileSegments2 records
Ideal customer profiles2 records
Tendance Finance technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Tendance Finance partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
Tendance Finance competitors and assessment
Company assessmentBroad incumbents
- Pictet Alternative Advisors: Large Swiss private bank's alternatives arm running diversified hedge fund and CTA mandates including systematic trend products. Comparable as an institutional distributor and product host for systematic CTA strategies, but at materially larger scale and breadth.
- Man AHL (Man Group): Man Group's systematic alternatives arm, one of the world's largest managed futures franchises with diversified trend programs and UCITS offerings. Overlaps with Tendance Finance's systematic CTA and UCITS fund strategy but at much larger scale and broader product portfolio.
Others
- NewAlpha AM: La Française AM Group subsidiary that manages and distributes the Next AM-Tendance Finance Fund. Not a competitor but a distribution and infrastructure partner; relevant as a comparable European alternatives platform and seed-investor / white-label fund host.
Direct peers
- Aspect Capital: One of the largest independent systematic CTAs globally, specializing in diversified trend-following across futures markets. Highly comparable to Tendance Finance on strategy type (systematic trend-following), product format (UCITS fund plus bespoke managed accounts), and target institutional client base.
- Graham Capital Management: CTAs and systematic alternatives manager offering discretionary and quantitative trend strategies via managed futures and UCITS vehicles. Direct peer on systematic CTA approach and institutional distribution.
- Winton Group: London-based systematic investment manager running trend-following and other systematic strategies across global futures markets. Comparable as a direct systematic CTA peer with institutional UCITS vehicles and bespoke mandates, though at significantly larger scale.
- Transtrend: Dutch systematic CTA managing diversified trend-following programs across global futures with a long operating history. Direct peer on strategy (trend-following), vehicle type, and institutional client base.
- Systematica Investments: BlueCrest spin-out systematic alternatives manager running trend-following and equity long/short strategies via UCITS funds and managed accounts. Direct peer on systematic CTA strategy, UCITS fund format, and institutional client focus.
- Campbell & Company: US-based CTA managing systematic trend-following portfolios for institutional and high-net-worth clients. Comparable on strategy, target institutional segment, and UCITS-managed account offerings.
- Lynx Asset Management: Swedish systematic CTA running diversified trend-following programs across global futures markets. Direct peer on systematic CTA strategy and institutional UCITS vehicle focus.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Tendance Finance social profiles
Digital presenceTendance Finance compliance and trust
Trust signalCompliance2 records
Tendance Finance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tendance Finance leadership team
Management profileNumber of profiles
Profiles5 records
Tendance Finance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tendance Finance M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tendance Finance
What does Tendance Finance do?
Tendance Finance is an independent investment advisory firm that delivers systematic trend-following investment management to institutional investors and accredited professional investors. Its primary product is the Next AM-Tendance Finance Fund (LFNXTFA LX), a Luxembourg UCITS IV fund that provides dynamically managed core exposure to equity and sovereign bond markets through liquid listed futures, complemented by bespoke advisory mandates applied to customized asset combinations. The firm uses a proprietary Capital Preservation Signal for drawdown protection and a proprietary Ranking System to select markets with the strongest relative momentum.
Is Tendance Finance a public or private company?
Tendance Finance is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tendance Finance founded?
Tendance Finance was founded in 2011. It employs 1 to 10 people.
Where is Tendance Finance based?
Tendance Finance is headquartered in Paris, France, in the Europe region.
How does Tendance Finance make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are fund Management (UCITS Fund).
Who are Tendance Finance's main competitors?
Broad incumbents on record are Pictet Alternative Advisors and Man AHL (Man Group). NewAlpha AM is listed as an others. Direct peers are Aspect Capital, Graham Capital Management, Winton Group, Transtrend, Systematica Investments, Campbell & Company and Lynx Asset Management.
Does Tendance Finance have an API?
No public API is recorded for Tendance Finance.
What industry is Tendance Finance in?
Tendance Finance's product category is Investment Advisory. Its primary akta.pro industry code is FSAHAHAC, Hedge Funds — Commodity Systematic/CTA (Managed Futures). Its NAICS code is 52394 and its SIC code is 6282.