The Addepar Investor Sentiment Index is a transactions-based index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar platform.
Traditional investor sentiment readings are typically derived from survey results, which don’t always represent real investment choices. However, the Addepar Investor Sentiment Index is based on the anonymized and aggregated data of actual transactions and offers a more accurate view of investment activity.
The Addepar Investor Sentiment Index:
Provides a monthly reading of investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral
Measures stock market sentiment across 10,000+ investment portfolios, each valued at more $10 million in total assets
Offers a unique look into how sophisticated investors are thinking about their risk and adjusting their portfolios