Sabrient SmartRank Scorecards Based on Fundamentals-based Quantitative Rankings

Using a proprietary composite scoring process across many high-performing filters, Sabrient creates a series of 'SmartRank' products, or scorecards. These scorecards, delivered in customizable Excel spreadsheets, provide comprehensive scoring of the best long and short selections, as well as rankings of various market indices and sector ETFs. Portfolio managers may re-weight the scores to customize the composite scores to their preferences.

The best long stocks are segmented by three major investing styles (value, growth, and momentum) and, within each style, by the four market caps (large, mid, small and micro). In a similar fashion, Short scorecards deliver rankings of the weakest stocks, and ETF scorecards use bottom-up scoring of the underlying stocks to rank the sector exchange-traded funds. Current index rankings include the S&P 100, 400, 500, and 600, Nasdaq 100, and Russell 1000, 2000, and MidCaps. We can also create a custom scorecard for a client’s personal universe.

SmartRank scorecards can be used for generating new ideas, pre-screening stocks for further analysis, setting portfolio allocations (e.g., overweighting or underweighting), or as a flexible quantitative overlay.

Current scorecards are located in a password-protected area. Here is a sample scorecard. (1MB .xls)