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.
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By Jasmeet Sodhi on March 16, 2022
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By Jasmeet Sodhi on March 6, 2022
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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.
By Jasmeet Sodhi on January 19, 2022
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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.
By Jasmeet Sodhi on January 4, 2022
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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...
By Jasmeet Sodhi on December 30, 2021
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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,...
By Jasmeet Sodhi on December 26, 2021
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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.
By Jasmeet Sodhi on December 21, 2021
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By Jasmeet Sodhi on December 15, 2021
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Q3’ 2021 Form 13F filings are out!
By Jasmeet Sodhi on December 2, 2021
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Form N-PORT data holds comprehensive information on equity and debt funds, and the proportion of asset classes in their portfolio over time.
By Jasmeet Sodhi on November 30, 2021
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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.
By Jasmeet Sodhi on November 11, 2021
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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...
By Jasmeet Sodhi on October 26, 2021
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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
By Jasmeet Sodhi on October 16, 2021
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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.
By Jasmeet Sodhi on September 27, 2021
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The RADiENT platform acquires, integrates, and generates insights from financial and regulatory data. This data can be accessed by users using RADiENT's interface or by subscribing to our datasets and APIs. This data allows users to track private and public funds, analyze regulatory filings and...
By Jasmeet Sodhi on September 16, 2021
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Cannabis stocks have been gradually gaining popularity with investors. Cannabis is illegal at a federal level in the US, however, favourable legislation is sweeping over North America – several US states have legalized recreational marijuana over the last few years, and in October 2018, Canada...
By Jasmeet Sodhi on September 7, 2021
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13F season has just ended! RADiENT has aggregated 13F filings across 4889 filers, with Vanguard Group Inc being the largest filer ($4T).
By Jasmeet Sodhi on August 27, 2021
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RIAs require up to date data on the universe of investments, to regularly advise their clients and manage their portfolios. Apart from gathering information on funds and investments, RIAs also need to stay updated with the activities of service providers in the market, the policies and investment...
By Jasmeet Sodhi on August 19, 2021
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A firm and its funds are serviced by several external service providers. These services providers include custodians, administrators and broker-dealers who are an important arm in the operations of funds and assist in the valuation of assets, securities lending, advice on regulations and fund...
By Jasmeet Sodhi on August 13, 2021
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Form ADV enables investors, advisers and service providers to gain a deeper insight into the functioning of a firm, its funds and regulatory disclosures. The form ensures that data collected from firms is exhaustive and complete, however because of the sheer volume of data and format, Form ADV is...
By Jasmeet Sodhi on August 2, 2021
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