We work side-by-side with advisors to personalize and tax optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor.
Express the individuality of each investor through a wide variety of strategy customization options, including the most granular level of values-aligned investing.SEE YOUR OPTIONS
Work directly with the people designing your portfolio. Reach out any time. Call, email, fax, whatever works for you. Let’s talk tax, portfolio optimization, or the best restaurants near San Francisco.MEET OUR TEAM
Rely on experienced portfolio managers to deploy our scalable SMA automation engine, which encapsulates more than two decades of experience, to rebalance accounts, with a high degree of personalization.GET STARTED
That’s 24 years of sweating the details to design optimal solutions for each of our clients.
That’s 15,000 unique learning experiences you can benefit from.
That’s our philosophy. We partner with you as an extension of your team.
Working together often begins with a conversation to unpack investment preferences.
We map data to client preferences to craft a unique portfolio.
We regularly rebalance while optimizing for after-tax performance.
For taxable investors, the decision to take gains or losses can significantly impact after-tax returns. We systematically harvest losses throughout the year for our clients with tax-loss harvesting strategies, as we believe that realizing losses and avoiding (or deferring) realizing gains, depending on each taxpayer’s situation, can be economical. But in some situations, clients request deliberately taking gains. Can doing so make economic sense?
As direct indexing offerings have matured, advertised promises of great economic benefit have proliferated. To distinguish hype from opportunity, advisors and their clients considering this approach over traditional equity indexing strategies should review the four key drivers that make direct indexing worthwhile for tax purposes, including the availability of outside capital gains to be offset by losses—which IRS data show applies to only 8% of taxpayers.
While men continue to hold a disproportionate share of corporate board seats at companies in a widely followed global equity index, recent data indicates an increase in female representation in the boardroom. For investors concerned with DEI issues, much improvement is still needed. Read this blog to discover how much female representation has increased over the past several years, and how that is spread out among different regions, sectors, and company sizes.
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*As of 9/30/2023.
This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice. The strategies and/or investments referenced may not be suitable for all investors, because the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The information herein is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns. There is no guarantee that any investment strategy discussed herein will work under all market conditions. Many factors affect performance, including changes in market conditions and interest rates, as well as other economic, political, or financial developments.
The fees and expenses Aperio charges may be higher than the fees and expenses of other investment advisors and may offset profits. Additional information about the firm, and our fees and expenses, is included in our Form ADV.
You should not assume that investment decisions we make in the future will be profitable or will equal the investment performance of the past. With respect to the description of any investment strategies, simulations, or investment recommendations, we cannot provide any assurances that they will perform as expected and as described in our materials. Past performance is not indicative of future results.
Any tax information provided herein is for illustrative purposes only and does not constitute the provision of tax advice by Aperio. Due to the complexity of tax law, not every single taxpayer will face the situations described herein exactly as calculated or stated, i.e., the examples and calculations are intended to be representative of some, but not all, taxpayers. Since each investor’s situation may be different in terms of income tax, estate tax, and asset allocation, there may be situations in which the calculations would not apply. Please discuss any individual situation with tax and investment advisors first before proceeding. For those clients using tax advantaged indexing, taxpayers paying lower tax rates than those assumed, or without taxable income, would earn smaller tax benefits from tax-advantaged indexing (or even none at all) compared to those described.
This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of yields or returns, and proposed or expected portfolio composition. Moreover, any historical performance information of other investment vehicles or composite accounts managed by Aperio or its BlackRock, Inc., affiliates, included in this material is presented by way of example only. No representation is made that any performance presented will be achieved, or that every assumption made in achieving, calculating or presenting either the forward-looking information or the historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein by way of example. Past performance is no guarantee of future results.
The information contained herein was carefully compiled from both internal data and external data, but we do not guarantee its accuracy and it is not necessarily all-inclusive. The information is provided with the understanding that we are not engaged in rendering legal, accounting, or tax services. We recommend that all investors seek out the services of competent professionals in these areas.