Aligning research and portfolio data in today's multi-asset landscape with Addepar
In this episode, Nick Long of Addepar shares strategies and practical takeaways for integrating proprietary research with multi-asset data to create a complete investment tech stack.
Watch the episode to explore ways to:
- Break down silos between investment, operations, and technology teams to support more informed decision-making.
- Understand the evolving role of AI in investment operations and how firms can prepare for the changes ahead.
- Navigate the shift toward specialized, best-in-class tools and what it means for operational workflows and portfolio visibility.