Applied Insights

The New Benchmark in Public Equities Management.

Active Tax Management

Applies systematic tax-loss harvesting strategies to public equities portfolios to seek improved after-tax returns

Factor Tilts

Replicates alpha-seeking strategies in separately managed accounts with the lower-cost advantages of traditional indexing

Socially Responsive Indexing

Customizes portfolios to unique social, environmental, and governance values and mission

Aperio Group

Aperio is a research-based investment management firm specializing in hyper-customized portfolios designed to meet the specific goals and values of advisors and their clients.

Aperio Group is an SEC-registered investment adviser; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Aperio may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/notice filed or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Aperio is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. The purpose of this website is to provide information, products, and services and should not be considered investment advice or a recommendation to buy or sell any securities. All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The information provided reflects the views of the authors as of a particular time and are subject to change at any time without notice. Please refer to additional important information by clicking on the links at the very bottom of this page.