Bringing you live news and features since 2006 

Addepar launches Investor Sentiment Index


Addepar, a technology platform for wealth management, has launched the Addepar Investor Sentiment Index, an index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from US equity transactions captured on the Addepar platform. 

The index analyses activity across more than 10,000 portfolios from investors each with more than USD10 million in total assets. 

While traditional investor sentiment readings are derived from survey results, which don’t always accurately represent real investment choices, the Addepar Investor Sentiment Index is based on the true aggregated data of actual transactions. Moreover, existing market movement indices are dollar-weighted, meaning small movements by large players can skew results. Conversely, the Addepar Investor Sentiment Index is equal-weighted, giving a more accurate read of overall investment activity. As a result, for the first time, Addepar clients can leverage timely insights to compare their equity investing decisions with those of their peers on a weekly and monthly basis. 

“Earlier this year, Addepar surpassed USD2 trillion in client assets aggregated on the platform. Using the critical mass of data we have curated, we are meaningfully compounding the value we can bring to Addepar’s clients by complementing our category-defining software with relevant and timely analytic insights,” says CEO, Eric Poirier. “Building on our introduction of Marketplace, which unifies access to desirable financial products that have historically been hard to access and manage efficiently, the Addepar Investor Sentiment Index punctuates Addepar’s ability to provide our clients with a truly unique and differentiated set of offerings to serve their clients and expand their trusted relationships. This new offering is our first of many as we expand our scope to engage with a wider audience. Our broad goal is to empower people everywhere to make more informed, data-driven decisions about their investments, irrespective of market or economic conditions.”

“Addepar has taken a novel approach to measure sentiment. Their preliminary results showing the contrarian investment behaviour of sophisticated investors is striking and worthy of continued attention,” says Professor Chris Geczy, Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research, and Academic Director of the Wharton Wealth Management Initiative, The Wharton School, University of Pennsylvania.

Latest News

As the ETF industry reaches a milestone of USD12.71 trillion in global assets, Brown Brothers Harriman writes that its 2024..
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin closed last week at approximately USD66,300, marking a 7.8 per..
HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by