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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By Tarun Sharma on May 4, 2020
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The 13F filings for the third quarter of 2018 are in – and it’s time to take a look at what Wall Street’s high profile hedge fund managers are holding.
By Sanjana Shethia on April 27, 2020
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When you are about to invest in a fund, there is always an uncertainty whether it is the best possible fund to meet your needs. You will conduct due diligence and analyze its strategy, past performance, diversification against your current holdings and the factor exposures you want. But given the...
By Tarun Sharma on April 13, 2020
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One of the primary considerations while building a long-term portfolio should be diversification across securities, asset classes and domiciles. Portfolio diversification ensures drawdowns are limited and reduces return volatility.
By Sanjana Shethia on April 6, 2020
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The SEC's Form ADV filing is a powerhouse of information regarding investment advisers and their affiliates that can be used for due diligence and research across industries.
By Ada Rangi on April 2, 2020
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With the onset of COVID-19, cloud based solutions have enabled working from home by making collaboration simpler. At RADiENT, we are making it easier to collaborate on fund research, due diligence, and portfolio construction.
RADiENT is a cloud-first fund analytics system, and can be accessed...
By Sanjana Shethia on March 27, 2020
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By Yash Mehta on March 23, 2020
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Q4 2018 was brutal – The S&P tanked by more than 14% resulting in investors pulling billions of dollars from top funds. While investors in sectors such as energy and materials were battered, those in healthcare fared better.
By Sanjana Shethia on March 20, 2020
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We decided to take a look at the auditors servicing the multi trillion-dollar private fund industry. Alternative investments have historically only been available to institutional investors and ultra-high net-worth individuals given their minimum investment requirements, regulations and high fee...
By Ada Rangi on March 19, 2020
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It’s been more than a month, and the Corona virus has continued spreading across the globe, wreaking havoc on financial markets. With oil demand predicted to fall, and no consensus with between Russia and OPEC on production cuts, oil prices plunged by almost 30% as the OPEC decided to initiate a...
By Sanjana Shethia on March 18, 2020
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By Sanjay Bharwani on March 14, 2020
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Are your portfolio companies leveraging customer, usage and transaction data organically and to its full potential? RADiENT for Private Equity helps to rapidly analyse information from multiple disparate sources to guide portfolio companies in making data-driven strategic decisions and enable them...
By Shashank Bhardwaj on March 12, 2020
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By Tarun Sharma on February 29, 2020
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Form ADV filings are a goldmine for investment manager and private fund information - utilize it to identify prospects and drive sale.
By Sanjay Bharwani on February 21, 2020
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By Sanjana Shethia on February 14, 2020
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At RADiENT, we continue to integrate the latest regulatory filings to provide the most comprehensive insights, and today, we are excited to announce the launch of the new N-PORT explorer!
By Sanjana Shethia on February 13, 2020
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By Sanjana Shethia on February 6, 2020
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At RADiENT, we continue working on bringing you the most comprehensive insights from regulatory data, and kick off 2020 with the launch of the N-CEN explorer. The N-CEN filing was introduced as a part of the SEC's new transparency requirements, replacing the N-SAR, and asks for census type info...
By Yash Mehta on January 9, 2020
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