Radient Blog

Intelligence  from SEC filings with Radient

Written by Sanjana Shethia | June 17, 2020 at 7:17 AM

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.  

1. RADiENT Form 13F,  13D and 13G

Form 13F, 13D and 13G are valuable SEC filings which contain details about securities transacted and held by institutional investors or individuals with sizable holdings.

RADiENT parses and structures all these filings and presents the data in intuitive and insightful visualizations. In addition, we combine data across filings and filers to identify trends like top bought and sold securities, and hot sectors.

This data is also integrated with fund performance metrics and qualitative information from Form ADV.

2. Form ADV – Fund analysis and service provider trends

Form ADV is a mandated SEC filing for every investment adviser with an AUM greater than $100 Million. It contains useful details about AUM, client composition, type of exposures taken and disclosure reporting. It also provides information on the constituent funds of a firm and its service providers such as custodians, administrators and marketers.

RADiENT provides indicators and metrics such as AUM growth, number of accounts, and top service providers  which can be used for prospecting, lead generation and marketing.

You can search across thousands of filings by any keyword / question / calculated values to find what you are looking for!

Trends for prime brokers for funds serviced from Form ADV

3. Similar Funds

As you are looking to invest in a fund, find another with  similar factor exposures but higher returns and Sharpe! You don't need to sift through 1,000's of funds to do this, discovering better funds is now just a click away with Similar Funds – our proprietary algorithm picks funds with similar risk-return profiles for every fund in the RADiENT database.

It also picks funds most highly correlated with different benchmarks and lets you analyze all these funds together!

Funds similar to IXN till Nov 2018

4. Fund Explorer

Finding funds is now more comprehensive yet extremely easy with RADiENT Fund Explorer. 

Filter funds with multiple parameters such as returns, volatility, beta with benchmarks, fund type, firm etc. You can also filter on the basis of standard ratios like Sharpe, Sortino and drawdown to find your perfect set of funds.

Filtering using fund metrics on RADiENT

 Sign up for free or simply visit RADiENT to try these awesome tools now !