Investors Rotated Out of Financial Services and Into Healthcare and Tech, Addepar Monthly Report Reveals

Addepar has shared the latest updates as they pertain to the Addepar platform, as well as key insights from their proprietary, “anonymized” and aggregated data set, along with highlights from their client community; and updates about their team at Addepar.

In November, they’re taking a look at funding data for private companies available on Marketplace, sharing the latest Investor Sentiment Index from their Research team, and they’re pleased to announce HSBC “has selected Addepar as their consolidated client performance reporting platform.” The team also encourage you to join them for an event with the CIO and CCO of Geller Advisors and Addepar’s CEO.

Addepar users can now “view primary funding information and indicative secondary bids and offers for companies across the market including order size, recency, and price relative to last round.”

Marketplace currently “has data on 1,000+ private companies, $2+ billion in indications book volume and $100+ million in TTM transaction volume.” This proprietary dataset is “sourced from Acervus Securities’ extensive network of clients, brokers, and partners, combined with its’ dedicated private placements desk.”

To stay up-to-date, users can “create a watchlist for companies they’re interested in or have exposure to, and receive alerts for updates on primary funding rounds and verified secondary activity.”

Marketplace users can “create company watchlists and receive alerts.”

Within Marketplace, you can “add companies to a watchlist and receive alerts for updates on funding activity.”

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.”

October’s key observations:

  • The October headline sentiment reading was bearish at -3.6.
  • Consistent with historical trends, the percentage of portfolio selling equities increased as markets rallied during the month.
  • Investors rotated into healthcare and technology and out of financial services.

As noted in a blog post, HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced “that it selected Addepar as its consolidated client performance reporting platform.” The Addepar platform will “provide HSBC with critical tools, such as comprehensive portfolio views and in-depth analytics, to optimize the client experience.”

Addepar is “expanding its UK presence, following our first office opening outside the U.S. in Edinburgh, Scotland, [they] are pleased to announce our London office opening at 23 Bedford Square.”

The Addepar team was proud “to represent at the 2022 Schwab IMPACT conference.”

Their Chief Product Officer, Don Nilsson, “gave a talk on how RIAs can leverage the Addepar platform to unlock the power and possibility of more informed, data-driven Investing and advice.”

As covered, Addepar is “a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients.”

They’re helping their clients “unlock the power and possibility of more informed, data-driven investing and advice.”

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