The US GDP has started showing signs of recovery with a 6.4% growth in Q1’2021. Economists now expect the economy to grow at the pace of 10% (CNBC) in Q2 of 2021, as a result of vaccinations against COVID-19 and consumption optimism.
Q1 2021 saw a boost in personal income by 21% as personal...
By Jasmeet Sodhi on July 9, 2021
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Introduced along with Form NCEN, Form NPORT is filed by registered management investment companies and exchange-traded funds (ETFs) organized as Unit Investment Trusts.
The SEC introduced Form NPORT to modernize and enhance the quality of information available to users. This form records a fund’s...
By Jasmeet Sodhi on July 2, 2021
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Mutual Funds and ETFs attracted inflows of ~$156B in March 2021. Morningstar reported that major investor preference remains for passively managed funds. Passively traded ETFs raked in $98B, while open-end mutual funds attracted $59B.
The markets' preference for passive funds was more pronounced...
By Jasmeet Sodhi on June 30, 2021
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Introduced in 2016, Form N-CEN is an annual filing that focuses on providing census type information and an overview of an entire fund complex - funds, strategies, associated service providers, turnover rates, etc.
By Jasmeet Sodhi on June 1, 2021
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Vanguard and BlackRock are two of the largest fund and ETF houses. With AUM of over $1.5T each, both the fund houses closely track market indices, provide diversified asset exposure, and employ a host of passive investment strategies, which allow the funds to have some of the lowest expense ratios...
By Jasmeet Sodhi on May 14, 2021
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We are excited to announce that RADiENT has entered into a partnership with Morningstar, a global investment research platform and a comprehensive data provider. Our partnership aims to make manager research simple and more effective, by combining Morningstar’s universe of high quality fund data...
By Jasmeet Sodhi on May 6, 2021
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The SEC requires all institutional investment managers with at least $100 million in AUM to file Form 13F every quarter. This form records important portfolio metrics such as AUM, holdings with instrument and issuer details, the fair market value of securities, and number of shares owned.
...
By Jasmeet Sodhi on May 3, 2021
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In 2016, the SEC, introduced Form N-CEN, replacing Form N-SAR. Form N-SAR was previously used to disclose information about portfolio holdings and fund operations semi-annually.
By Jasmeet Sodhi on April 20, 2021
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We’re all familiar with r/wallstreetbets and Gamestop(GME)- redditors traded an unbelievable short squeeze on a hedge fund, which resulted in GME rising 4.5X in 2 days. But while short-sellers Melvin Capital and Maplelane are in the news, regulatory filings such as the 13F are a reliable source to...
By Sanjana Shethia on February 11, 2021
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Delaware Smid Growth Fund (DFDIX) has been one the best performing mutual funds in this tricky year given the uncertainty of the COVID pandemic and the upcoming US elections. A quick glance at the fund using the RADiENT security analyzer shows that its price almost doubled from $35.43 at the start...
By Sanjana Shethia on October 16, 2020
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While the US stock market has bounced back since the initial bear during the onset of the pandemic, the focus is now largely on when everyday life returns to normal. Naturally, pharma companies at the forefront are fighting a multi-billion-dollar race to develop the fastest vaccine. To stop...
By Sanjana Shethia on September 1, 2020
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Through 2018, the RADiENT team developed new, simple and efficient tools to extract insights from SEC regulatory filings. Combined with advanced fund analytics, RADiENT provides unique and comprehensive insights into asset managers.
By Sanjana Shethia on June 17, 2020
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Private Equity firms function with the primary aim to invest in businesses where they can add value and maximize return on investments. But are they losing out on a fundamental indicator of successful companies – customer opinion?
By Shashank Bhardwaj on June 17, 2020
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Searching for funds can be a daunting task, especially selecting funds with desired return characteristics or filtering on specific criteria. RADiENT Fund Explorer is designed to help you find the best funds easily using visual interactive graphs.
By Ada Rangi on June 12, 2020
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Raising capital is a complex and expensive undertaking for all parties involved in the alternative investing sphere. Investors expect to be compensated for high risk and illiquidity with above-market returns, whereas, for the managers, the assured revenue fee from managing a large assets under...
By Ada Rangi on June 9, 2020
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Our founder and CEO, Sanjay Bharwani, recently sat down with George Lucaci, Partner for Wealth Management and Hedge Fund Distribution at Mercury Capital Advisors, to discuss how RADiENT helps their investors on the Mercury iFunds platform.
Sanjay and George discuss using advanced data...
By Ada Rangi on June 2, 2020
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By Sanjana Shethia on June 1, 2020
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Part I: Building market intelligence with N-CEN
By Sanjana Shethia on May 29, 2020
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April 2020 was the best stock market month in 11 years and a month of relief for investors worldwide, as stock markets rebounded from their steep declines in Feb and March. The Dow rose by 13% while the S&P 500 Index rose by 15%!
Sectors such as Pharma and Utilities which held the spotlight in the...
By Sanjana Shethia on May 6, 2020
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Every quarter, institutional investors are required to disclose their detailed holdings and security transactions to the SEC via Form 13F filings. These filings offer insight into the portfolios and asset allocation strategies of Wall Street’s top stock pickers, and are useful for individuals and...
By Sanjana Shethia on May 6, 2020
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