Tax-Exempt Institutions

Aperio works with foundations, endowments, religious groups, and other tax-exempt institutions to construct investment portfolios that adhere to their unique missions, values, and beliefs. Our structured process begins with an engagement of their investment committees to extract the views to be reflected in the selection of portfolio securities. The views can include environmental, governance and social parameters, as well as non-SRI factors such as high dividends, low volatility and other portfolio factor tilts. We then construct portfolios to track the chosen index and rebalance them over time to ensure continued tracking and representation of the benchmark.

Key to our approach is disproving the myth that returns must be sacrificed in exchange for an expression of client values. Nor do we choose to track less proven benchmarks with ambiguous risk profiles like other providers. Our platform allows us to execute restrictions and additions to the portfolio while accurately tracking popular indices such as the S&P 500, Russell 3000, or MSCI EAFE.

As a pioneer in the SRI space, we can customize portfolios and vote proxies to accommodate virtually any set of values. And, with data sourced from organizations such as the EPA, USDA, SEC, United Nations, and Department of Labor, Aperio possesses a wide range of filter options that can be extended to meet new needs and requests.

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