Benefits

When advisors have great investment ideas, they deserve a partner who can best help them implement effectively yet at low cost.

Aperio brings more than a decade of innovation and experience in precise, customized portfolio construction. Our Thematic Beta approach empowers investors and their advisors to create strategies as they wish, simply by expressing their views or highlighting the strategy of a third-party manager – we do the rest.

The separately managed accounts we build reflect very similar risk factors to their targeted strategies, and have fees that are far lower than active managers (on par with low cost ETFs). In addition, Aperio offers powerful active tax management capabilities. By layering tax-loss harvesting techniques on top of the investment strategy, investors can dramatically increase after-tax performance. Importantly, Aperio’s approach provides complete transparency – both in customizing the strategy to suit a client’s needs and in providing daily visibility into the portfolio holdings.

With Aperio’s Thematic Beta strategy, innovative advisors can achieve the best of all solutions: the ability to invest in a wide range of alpha-seeking strategies with the low costs, tax-enhanced returns, and complete transparency traditionally associated with passive management.

Potential strategies

Unsure if we can provide the factor exposure for your preferred long-only strategy? Just ask. Aperio can provide clients with factor exposures found in popular strategies such as Jeremy Grantham’s GMO Quality, AQR’s Momentum and LSV’s Value.

Library

• Evaluation of Active Management of the Norwegian Government Pension Fund - The Norwegian Pension Fund is one of the largest and most sophisticated institutional investors in the world. This report was created by academics Ang, Goetzmann, and Schaefer to analyze the investment performance of the pension fund’s managers. The report finds that many active managers within the Norwegian Pension Fund do not add alpha but rather create returns through risk factor exposures.