The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide insights into what the smart money is doing...
We previously looked at how fund managers- Carl Icahn, Klarman, Einhorn, and Loeb adjusted their portfolios during Q4 2021, using their Form 13F disclosures.
Fund flows are the net of all cash inflows and outflows of various financial assets, measured on a monthly or quarterly basis. The performance of an asset or fund is not taken into account, only share redemptions, outflows, share purchases, or inflows.
RADiENT dramatically simplifies asset manager workflows around investment decisions, due diligence, and industry research. The platform data is derived from various public sources and SEC-mandated regulatory filings. This data is updated daily.
On the 24th of February Russia launched a full-scale invasion of Ukraine. This war has hammered global financial markets and fuelled concerns about run-away inflation as oil prices skyrocketed in the wake of tough western sanctions against Russia, a top commodity exporter.
RADiENT is a regulatory intelligence platform that enables thorough RIA research, using data extracted from regulatory filings and external sources. It is used by investors, prime brokers, and investor relations teams to derive deeper insights on RIAs. Find more RADiENT use cases here.
RIAs are individual financial advisors or companies that provide their clients with financial advice. They have a fiduciary duty towards their clients and are either registered with the SEC or with other State Security Regulators.
BNP Paribas is on the path to becoming one of the top prime service providers in the industry. The bank’s growth is bolstered by the implementation of its prime brokerage agreements with Deutsche Bank AG and Credit Suisse.
2021 brought hope for global economic growth following 2020’s covid caused downturn, largely tied to the development and widespread deployment of COVID-19 vaccines. In this blog, we take a look at the performance of macro-economic indicators and broad indices, and other important events of 2021.
SPACs are known to give venture capital like experience in the public markets which attract amateurs seeking their inner Elon Musk. But it rarely seems to be working for the retail crowd. Originally invented 25 years ago for smaller companies to access the capital they would otherwise have...
Founded in 1981, Dimensional Fund Advisors has a long history of applying academic research to practical investing. The investment management company bases its investing strategies on economic theory and research generated within the hallowed halls of institutions like the University of Chicago,...
In our previous blogs, we looked at some of the best hedge funds and their managers. In this blog, we take a deeper look at some of the top-performing fund managers of actively managed mutual funds.
We are excited to announce our Advisory Board!
The Advisory Board consists of industry-leading investment management experts and senior financial services executives, who will provide the RADiENT team with strategic guidance to develop its investment analytics and research platform into the...
Q3’ 2021 Form 13F filings are out!
Form N-PORT data holds comprehensive information on equity and debt funds, and the proportion of asset classes in their portfolio over time.
In May 2021, the SEC introduced changes to the advertising and cash solicitation rule now referred to as the “Marketing Rule”—given in Rule 206(4)-1 under the Investment Advisers Act of 1940.
In March 2020, large investors bought bitcoin in sizeable blocks of more than $30 M each. This accelerated in October and reached its crest in early February 2021, when bitcoin was at a whopping $33,000. In April 2021, Coinbase, a prominent cryptocurrency platform revealed that these investors were...
Form N-PORT, introduced in 2019 by the SEC, is required to be filed by all registered management investment companies and exchange-traded funds (ETFs) organized as Unit Investment Trusts, quarterly. The form discloses comprehensive fund information such as
RADiENT released its maiden fixed income dataset on Snowflake.
Besides complete portfolio information, this dataset also contains details on performance, fund flows, and realized and unrealized gains.