Addepar Research

Invest with perspective

We see investing through a different lens, providing unique insights into global trends and best practices that inform your investment decisions and performance.

Unique insights from unparalleled data

By tapping into our unique anonymized and aggregated data set – unparalleled in its size, scope and composition – we bring you the most valuable insights to empower your decisions and guide your approach.

Latest reports

Briefs

In-depth, peer-reviewed investment reports on themes from risk to sustainability.

FEATURED REPORT

Governing your way to better long-term returns
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Notes

Timely updates on market and portfolio trends synthesizing unique data sources.

FEATURED REPORT

2025 Year in Review
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Primers

Foundational investment practices on a range of fresh topics.

FEATURED REPORT

Improving data governance — and the quality of your returns
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Briefs

In-depth, peer-reviewed investment reports on themes from risk to sustainability.

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Notes

Timely updates on market and portfolio trends synthesizing unique data sources.

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Primers

Foundational investment practices on a range of fresh topics.

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Our exceptional team

We are a cross-disciplinary team of experts with a decades-long track record across academia, technology, policy and industry, brought together with a common mission: to mine our unique database to serve our clients – and the industry at large – with powerful research insights.

Ashby Monk

Strategic Advisor

Author/entrepreneur researching tech, data and investing.

Dan Golosovker

Head of Applied Research

Heads insights-analytics that inform investment decisions.

Dane Rook

Head of Research

Leads qualitative and quantitative research initiatives.

Tyler Brandon

Senior Strategy and Operations Director

Manages strategic priorities, operations and stakeholder engagement.

Eric Baker

Director, Product Management

Leads product and platform development for Addepar Research.

Ron Akke

Research Analyst

Focuses on quantitative analysis for Addepar Research.

External research partners

We collaborate with world-renowned partners – economists, researchers and award-winning academics – who share a common passion for helping investors make informed decisions.

Cynthia Mei Balloch

Professor of Finance - LSE

Researches financial institutions in the macroeconomy.

Xavier Gabaix

Professor of Economics and Finance - Harvard

Studies macroeconomics, finance and behavioral economics.

Ralph S. J. Koijen

Professor of Finance - Chicago Booth

Researches financial markets, focusing on institutional and retail investors.

Motohiro Yogo

Professor of Economics - Princeton

Focuses on financial economics, insurance and econometrics.

External research partners

We collaborate with world-renowned partners – economists, researchers and award-winning academics – who share a common passion for helping investors make informed decisions.

Cynthia Mei Balloch

Professor of Finance - LSE

Researches financial institutions in the macroeconomy.

Xavier Gabaix

Professor of Economics and Finance - Harvard

Studies macroeconomics, finance and behavioral economics.

Ralph S. J. Koijen

Professor of Finance - Chicago Booth

Researches financial markets, focusing on institutional and retail investors.

Motohiro Yogo

Professor of Economics - Princeton

Focuses on financial economics, insurance and econometrics.

ashbymonk@addepar.com

Ashby Monk

Strategic Advisor

Ashby Monk serves as a Strategic Advisor at Addepar, where he collaborates with the company’s in-house Research team on publications anchored on the topic of the effects of technology on investment decisions. Ashby began work with Addepar in 2021 when the company acquired Real Capital Innovation (RCI), Ashby’s fintech startup that created the technology powering Navigator, Addepar’s forecasting product. Ashby also serves as the Executive Director of the Stanford Research Initiative on Long-Term Investing. In addition, he is an advisor for his prior startup, FutureProof, and for financial services companies including Net Purpose, Long-Term Stock Exchange and Deception And Truth Analysis (D.A.T.A). He holds degrees from Oxford (PhD, Economic Geography), the Sorbonne (MA, International Economics), and Princeton (AB, Economics).

dan.golosovker@addepar.com

Dan Golosovker

Head of Applied Research

Dan is Head of Applied Research with a focus on the team’s quantitative research, a responsibility that entails deriving insights from the Addepar Research platform. He joined Addepar after 13 years at Bridgewater Associates, where he defined and developed industry best practices for institutional reporting and analytics. Dan holds degrees from the London School of Economics (MA, Science, Management, Economics & Management) and Amherst College (BA, Mathematics).

dane.rook@addepar.com

Dane Rook

Head of Research

Dane leads both qualitative and quantitative research initiatives, with audiences spanning industry and academia. Dane is also a part-time research engineer with Stanford University’s School of Engineering. Dane honed his expertise in quantitative analyses through roles at Kensho Technologies and JPMorgan Chase. He holds degrees from the University of Oxford (PhD, Philosophy), the University of Cambridge (MPhil, Philosophy) and the University of Michigan (BS, Science).

tyler.brandon@addepar.com

Tyler Brandon

Senior Strategy and Operations Director

Tyler is Senior Research Director managing strategic priorities, operations and stakeholder engagement for Addepar Research. She was previously Deputy National Policy Director for Pete Buttigieg's presidential campaign and served as Deputy Chief of Staff for the Domestic Policy Council in the Obama White House. She has also held investing roles, led growth and business development for health tech startups, consulted for startups and Fortune 500s at 270 Strategies, and worked in impact investing at Omidyar Network. Tyler holds degrees from Harvard University (Honors BA, Social Studies) and Stanford University (MBA), where she was awarded the Stanford Impact Leader Prize.

eric.baker@addepar.com

Eric Baker

Director, Product Management

Eric leads product and platform development for Addepar Research. He was previously a product and engineering team manager at Bridgewater Associates, responsible for delivering institutional class portfolio construction and risk analysis systems. He's spent the last 15 years working in fintech, particularly building software platforms for quantitative analysis. Eric earned his Bachelor's degree in Computer Science and Graphic Design from the University of Connecticut and 'moonlights' as an amateur astrophotographer.

ron.akke@addepar.com

Ron Akke

Research Analyst

Ron is a Research Analyst focused on quantitative analysis. Previously, Ron worked at Bridgewater Associates on their portfolio construction team managing cash. He also spent several years at Wells Fargo on their interest rate risk management team. Ron graduated from the University of Delaware (Honors BS in Economics, concentration Econometrics) and received a Masters in Finance from the London School of Economics, graduating with distinction.

Cynthia Mei Balloch

Professor of Finance - LSE

Cynthia Mei Balloch is an Assistant Professor of Finance at the London School of Economics (LSE). Her research focuses on the role of financial institutions in the macroeconomy, with a particular focus on market-based alternatives to traditional banks, sovereign and corporate lending markets, and alternatives investing. Cynthia received her PhD in Economics from Columbia University, and previously worked at JP Morgan and the International Finance Corporation, both in Hong Kong. She earned her BS, cum laude, from Harvard College, and a Master’s in Public Administration in International Development from Harvard Kennedy School.

Xavier Gabaix

Professor of Economics and Finance - Harvard

Xavier Gabaix is Pershing Square Professor of Economics and Finance at Harvard. He received his undergraduate degree in mathematics from the Ecole Normale Supérieure (Paris) and obtained his PhD in economics from Harvard University. His research focuses on finance, macroeconomics and behavioral economics. He received the Fischer Black prize given every two years to the best financial economist under 40, the Bernacer prize given to the best European economist under 40 working in macroeconomics and finance, and the Lagrange and Allais Prizes. His research has been published in the American Economic Review, Econometrica, the Quarterly Journal of Economics, the Journal of Finance, and Nature. He is a Research Associate of the National Bureau of Economic Research and of the Center for Economic Policy Research.

Ralph S. J. Koijen

Professor of Finance - Chicago Booth

Ralph is the AQR Capital Management Distinguished Service Professor of Finance and Fama Faculty Fellow at Chicago Booth; a research associate at the National Bureau of Economic Research (NBER); and a research fellow at the Center for Economic Policy Research. He co-edits the Review of Financial Studies, co-directs the NBER Asset Pricing Program and is a director of the American Finance Association. He focuses on asset pricing, insurance and econometrics, and contributes to the American Economic Review and the Journal of Finance among others. Ralph received the 2019 Fischer Black Prize and the 2021 Bernacer Prize for top economists under 40. He was also a professor of finance at the London Business School and NYU Stern. He received an MA in Econometrics and a PhD in Finance from Tilburg University.

Motohiro Yogo

Professor of Economics - Princeton

Motohiro Yogo is a Professor of Economics and the Hugh Leander and Mary Trumbull Adams Professor at Princeton University. He is also a research associate of the National Bureau of Economic Research (NBER) and co-director of the NBER Insurance Working Group. Prior to Princeton, Yogo held research and teaching positions at the Federal Reserve Bank of Minneapolis and Wharton. His fields of expertise are financial economics, insurance and econometrics, and he teaches financial investments and asset pricing at Princeton. His research received financial support from the National Science Foundation, National Institute on Aging and the Social Security Administration. Yogo has received several awards including the Government Pension Investment Fund (GPIF) Finance Award. He has a PhD in economics from Harvard and an AB in economics from Princeton.