The 60/40 portfolio has failed the ultra-wealthy, says $9 trillion platform Addepar

With traditional strategies faltering, Addepar is expanding in Asia as high-net-worth families move away from manual spreadsheets for digital transparency.
The 60/40 portfolio has failed the ultra-wealthy, says $9 trillion platform Addepar

The traditional investment model is dead for the world’s most sophisticated investors, giving way to a new reality dominated by private markets, according to the leaders of Addepar.

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