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

Addepar RIA Quarterly 1Q26
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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.

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

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.

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).

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.