Aperio’s research is driven by two equally important missions. The first is advancing the science of indexing to achieve better after-tax results and more precise portfolio customization. The second is solving the most complex investment challenges our clients bring to us. We specialize in handling difficult, messy situations including tax, estate, and asset allocation issues – and have built a library of resources to help investors and their advisors with their unique needs.


Research  – Original research provides insight into the firm’s philosophy and strategies

Educational Webinars

Published Research, Articles, & Public Presentations

Commentary  – Musings and newsletters on a range of investment topics

Other Resources  – Presentations and webinars Aperio has delivered

Press  – Stories about Aperio that have appeared in a variety of publications

FAQs  – Frequently asked questions about Aperio and our investment approach.