How to: Generate Factsheets That Compare Funds and Benchmarks

June 27, 2023

Watch the video:

 

Step by Step Instructions:

1. Log in to your account. If you don't have an account, create one for free.

Login


2. Click on Funds in the top navigation, then click Securities from the dropdown menu.  Funds > Securities

 

3. Using the search bar, type the name of the security you want to research and click the highlighted result below. 
Search > Click


4. At the top of the screen and click the RADiENT Factsheet button.

Radient Fact Sheet


5. Select the dates for the benchmark.

Select dates


6. Add benchmarks using the search bar.

Add benchmarks


7. Click the Generate button.

Click Generate

8. You will receive the Factsheet via email in under 5 minutes.
Fact sheet email

 

 



About the Author

Radient AI

Radient applies cutting-edge technology to dramatically simplify asset management workflows around investment decisions, due diligence, process automation and industry research. It combines financial data acquisition, risk-based investment analytics, portfolio construction, with tailored investment insights and recommendations.