Investor Sentiment
Purpose-built insights
Timely and actionable investor sentiment insights to strengthen your decision-making.
Investor Sentiment Index
Measuring risk sentiment amongst sophisticated investors.
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
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Monthly Investor Sentiment Index
August 2022
July 2022
June 2022
May 2022
April 2022
March 2022
February 2022
January 2022
December 2021
November 2021
October 2021
September 2021
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
August 2022
Key Observations
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
July 2022
Key Observations
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
June 2022
Key Observations
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
May 2022
Key Observations
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
April 2022
Key Observations
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
March 2022
Key Observations
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
February 2022
Key Observations
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
January 2022
Key Observations
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
*Historical average is April 2016 to present.
December 2021
Key Observations
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. We define U/HNW as portfolios valued at more $10 million in total assets. For more information, contact us at investor-sentiment@addepar.com.
This report is prepared by and proprietary to Addepar. The Index is being circulated for informational and educational purposes only. Recipients should review their own investment needs and objectives before making any investment decisions. The information contained herein may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Addepar nor its content providers are responsible for any damages or losses arising from any use of this information.
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
*Historical average is April 2016 to present.
November 2021
Key Observations
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. We define U/HNW as portfolios valued at more $10 million in total assets. For more information, contact us at investor-sentiment@addepar.com.
This report is prepared by and proprietary to Addepar. The Index is being circulated for informational and educational purposes only. Recipients should review their own investment needs and objectives before making any investment decisions. The information contained herein may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Addepar nor its content providers are responsible for any damages or losses arising from any use of this information.
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
*Historical average is April 2016 to present.
October 2021
Key Observations
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. We define U/HNW as portfolios valued at more $10 million in total assets. For more information, contact us at investor-sentiment@addepar.com.
This report is prepared by and proprietary to Addepar. The Index is being circulated for informational and educational purposes only. Recipients should review their own investment needs and objectives before making any investment decisions. The information contained herein may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Addepar nor its content providers are responsible for any damages or losses arising from any use of this information.
ISI Reading
The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.
ISI Activity
The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.
*Historical average is April 2016 to present.
September 2021
Key Observations
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. We define U/HNW as portfolios valued at more $10 million in total assets. For more information, contact us at investor-sentiment@addepar.com.
This report is prepared by and proprietary to Addepar. The Index is being circulated for informational and educational purposes only. Recipients should review their own investment needs and objectives before making any investment decisions. The information contained herein may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Addepar nor its content providers are responsible for any damages or losses arising from any use of this information.
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Resources
How we created the index
A closer look at the index
All quiet on the sentiment front
Approaching Bear Market Territory
When Growth Decelerates
Panic Sell-off?
Day-of-the-Week Effect
Introducing the Daily ISI
Consumer Sectors and Inflation
The Bulls Return
Death of the Reflation Trade?
Coming out of Pandemic Mode
Bullish on utilities and energy
Bearish on domestic, bullish on international
Consumers and the real economy
Investors bullish on consumers
Entering bubble territory?
Shifting sector views
The year of the pandemic
Portfolio trading activity
Our Data Pledge
Addepar is committed to the following governing principles when creating and publishing analytic content derived from data on the Addepar platform.
Addepar adheres to leading industry data security and privacy practices.
All analyses are limited to the purpose of creation
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.
We protect the confidentiality of our clients and all investors on our platform.
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.
Data is not used or shared unless adequate, relevant and necessary to perform analyses.
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.