When properly harnessed, investment data has the power to maximize the impact of capital and positively influence an entire industry. We’ve assembled a group of cross-disciplinary experts to uncover unique insights and help build a world where that power is within reach.
Addepar Research takes a fresh look at a variety of topics to enhance the thinking and decision making capability of our clients. From timely updates on market and portfolio trends to foundational investment practices and in-depth, peer reviewed reports on weighty topics, we are pleased to make a few of these pieces available more broadly.
Ashby Monk discusses investor identity, navigation and resilience with Ted Seides on a recent Capital Allocators podcast. Listen now
Addepar’s survey research on investment memos recently covered in the Institutional Investor. Read now
As a company that provides technology for the aggregation and management of financial data, we take the security and privacy of client information very seriously. In order to perform analyses on aggregated platform data, there must be a legitimate reason that results in a specific analytic product.
Protecting the information entrusted to us is our topmost priority. Our analytic products are built through three principal methodologies, (1) aggregation, (2) anonymization and (3) minimum sample sizes.
We impose technical, administrative, and contractual measures to ensure that individual firms or investors are not identifiable through overrepresentation in any published analysis. All analyses are reviewed to assure there is no exposure of identifiable information, holdings, or actions of any individual firm or investor.
We approach all data policy decisions from the perspective of building meaningful analytics that result in industry-relevant insights. We adhere to applicable laws and industry guidelines regarding the handling of de-identified data. Addepar does not sell information that identifies clients.