Commentary
Musings
Aperio's thoughts, interesting findings, and topics of discussion
Should I Sell Before Tax Rates Increase?
How Might Higher Taxes Impact High Dividend Strategies?
Hedge Fund vs. Public Equity Correlations - Implications for Taxable Investors
Going Global – Even Better For Taxable Investors and Their Advisors
Thoughts on WSJ article "Beat the Market – with Less Risk": Looking Back and Thinking Forward
A Thoughtful Critique on "Measuring the Risk Impact of Social Screening" and Geddes' Response
Do taxes really matter? Lessons Aperio’s CIO learned working at Amoco
by Patrick Geddes, CIO
We Should All Manage Our Taxes Like G.E.
New Healthcare Bill Changes the Returns of Hedge Funds
Another banker wakes up to the poor performance of Active
MIT research - Diversify, Invest Passively, and Avoid Taxes
How Much Do Taxes Really Hurt?
The Perfect Combination- Ethical Guidelines and Indexing
Separating Manager Luck from Skill
The Wisdom of Crowds, Google, and Indexing
Active Versus Passive After-Tax
Burt Malkiel's Presentation to Google
Newsletters
Aperio publishes its newsletters when there is relevant information to share, rather than on a regularly scheduled basis.