Articles & Presentations
“RIA Rundown 2013, Biggest Gainers” (Free registration required)
Investment News, June 3, 2013 - Aperio Group profiled as one of the fastest growing RIA firms.
"Panel Discussion on the Ongoing Debate Over Whether Environmental and Social Concerns Should Influence Investment Policies of College and University Endowments"
Bill McKibben, Schumann Distinguished Scholar at Middlebury College, VT, January 22, 2013 - Bill McKibben quotes Patrick Geddes and references the analysis in his study: “Do The Investment Math: Building a Carbon Free Portfolio” at 8:10 in the video.
Note: Information contained herein is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Aperio obtained the information provided herein from third party sources believed to be reliable but it is not guaranteed. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. You should not rely solely on the information, statements or forecasts contained in this video in making any investment decision. The forecasted information presented is an estimate, hypothetical in nature, and meant to serve solely as a guideline. The results and analysis are not guarantees of future results because they are derived from mathematical modeling techniques that may or may not reflect actual conditions and events. Every investment program has the potential for loss as well as gain.
"How to Be a Values Wealth Manager for Your Women Clients"
AdvisorOne, March 26, 2012 - Article By Kristan Wojnar. “More and more wealthy investors want to align their assets with their personal philanthropies and areas of activism…. Companies such as the Aperio Group, …., help wealth managers with clients that have accounts greater than $1 million do this all of the time….”
“Opal Panelists Talk Tax Efficient Portfolio”
PAM, Private Asset Management, March 8, 2012 - Article by Amber Morgan quotes Ken Lassner of Aperio Group. “Experts specializing in three differing structures of portfolios discussed the challenges of incorporating taxes at last Friday’s Opal Trust, Tax & Estate Planning Forum…"It is appealing that a custom beta portfolio can be delivered very cheaply at the price of passive management". Lassner also commented on the effectiveness of a loss harvesting strategy for increased tax efficiency. "When we have losses, we will harvest them while controlling risk versus the benchmark, and our clients can use them to offset gains they have in other parts of their portfolio."
"Let’s Get Personal: Customizing socially responsible investing strategies is good for your clients (and your business)"
FA Magazine, December 2011 - Article By James Picerno. Patrick Geddes is quoted on customizing SRI strategies for institutions and advisors around indexing strategies.
"Changes in Portfolio Theory Threaten Active Strategies"
Coverage of Patrick Geddes’ 2011 Schwab Impact Presentation
"A Portfolio That Purrs"
InvestmentNews.com, May 23rd, 2011 - Article by Dan Jamieson. "Animal lovers now have their own socially screened stock portfolio to cuddle up with — without the fear of fur balls, ticks or fleas. The Humane Equity Index Portfolio, rolled out last month by Aperio Group LLC, …."
"Profiting From Losses"
Forbes.com, February 23rd, 2011 - Article by William Baldwin. Patrick Geddes is quoted on one of the behavioral finance related implications of dealing with losses.
"Sustainable Alpha: Patrick Geddes"
Sustainable Business Oregon, December 6th, 2010 - Interview of Aperio’s CIO Patrick Geddes on SRI investing
"Foundations, SRI Can Be a Good Marriage”
Advisor One, December 5th, 2010 – Article highlights Aperio’s approach to building separately managed accounts that are customized to each client’s unique SRI beliefs
“If capital gains taxes rise, should you sell?”
San Francisco Chronicle, July 25th, 2010– Article highlights Patrick Geddes, Aperio’s CIO, and his framework on analyzing asset sales in an uncertain tax rate environment
“Healthcare Reform and Taxes: A Look at the Numbers” Seeking Alpha, March 26th, 2010 – Article highlights Aperio analysis of potential future U.S. tax rates
“The Best Investment Advice You’ll Never Get”
San Francisco Magazine, December 2006 – Article that profiles Aperio’s investment philosophy