How are alternatives transforming portfolios?

Alternative investments are increasingly reshaping investment portfolios, bringing both significant opportunities and new complexities to the wealth management industry. At AddeConf25, Addepar’s Vlad Rav (Senior Director, Alts & Data Management R&D), Diana Turbayne (Senior Manager, Alts Data Management Product R&D) and Rajiv Sharma (Director, Navigator R&D) discussed the appeal of alternative investments, how firms are navigating the operational challenges they bring, and how Addepar’s platform is evolving to provide greater transparency to the entire investment cycle — allowing firms to manage...