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.

Notes

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

Primers

Foundational investment practices on a range of fresh topics.

Briefs

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

keywords:

Notes

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

keywords:

Primers

Foundational investment practices on a range of fresh topics.

keywords:

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.

Dane Rook

Head of Research

Leads qualitative and quantitative research initiatives.

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

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

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.

Dane Rook

Head of Research

Head of Research

Eric Baker

Director, Product Management

Director, Product Management

Ron Akke

Research Analyst

Research Analyst

Cynthia Mei Balloch

Professor of Finance - LSE

Xavier Gabaix

Professor of Economics and Finance - Harvard

Ralph S. J. Koijen

Professor of Finance - Chicago Booth

Motohiro Yogo

Professor of Economics - Princeton