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A Guide to ESG Portfolio Construction

In this article, the authors explore six quantitative environmental (E), social (S), and governance (G) strategies to provide insights into best practices for ESG portfolio construction. These strategies offer different approaches to the trade-off between desired ESG attributes and investment performance. They conclude that fully understanding the dynamics of these trade-offs will allow investors to select the strategy that best matches their ethical and financial views.

Recent Blogs

Proxy Season Recap: Record-Breaking Votes by Austin Wilson Wrapped up in the rise of values-aligned investing and stakeholder capitalism is an increase in active ownership. One way to measure this rise is in the vote totals in support of shareholder resolutions on environmental and social issues...
Impact of Green Book Capital Gains Proposals on Loss-Harvesting Strategies by Lincoln Fleming The recent Treasury “Green Book” provides additional details to the Biden administration’s capital gains proposals and has important implications for loss-harvesting strategies...

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Aperio Business Continuity | Form CRS

Aperio (now part of BlackRock) partners with wealth advisors to build and manage personalized public equity portfolios that reflect each client’s unique tax, risk, and values preferences.

Taxes

Seeks to deliver improved after-tax returns through tax-loss harvesting

Factors

Seeks to replicate active strategies that are optimized for taxable investors

Values

Seeks to reflect each client’s social, environmental, and governance values

Applied Insights

Tax Regime Change

The Biden administration has announced a number of tax proposals that, if passed, would represent a major tax regime change that could have far-reaching effects on capital gains, loss harvesting, and estate planning strategies. The Aperio team of tax economists, strategists, and researchers has developed several resources to help you understand some of these potential changes.

Featured Resources

Active Tax Management Fact Sheets
All Fact Sheets - 2021 Q1

All fact sheets for Aperio Group strategies are collected here.
Active Tax Management Presentations
Aperio Tax-Loss Harvesting Strategies

This presentation provides an in-depth look at tax-loss harvesting (TLH), covering topics such as portfolio construction, how TLH works at Aperio, performance assessment, and how TLH can be combined with Factor Tilts and SRI/ESG strategies.
Factor Tilts Presentations
Aperio Factor Strategies

This presentation outlines Aperio’s approach to factor investing and portfolio construction, with a detailed description of our preconfigured strategies.
Values-Aligned Investing Presentations
Values-Aligned Investing: SRI/ESG for Public Equities

This presentation describes Aperio’s approach to working with advisors and clients to construct custom values-aligned strategies.
Active Tax Management Presentations
Aperio Overview

Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation.

All Resources

Recent Blog Posts

Proxy Season Recap: Record-Breaking Votes by Austin Wilson
Wrapped up in the rise of values-aligned investing and stakeholder capitalism is an increase in active ownership. One way to measure this rise is in the vote totals in support of shareholder resolutions on environmental and social issues...
Impact of Green Book Capital Gains Proposals on Loss-Harvesting Strategies by Lincoln Fleming
The recent Treasury “Green Book” provides additional details to the Biden administration’s capital gains proposals and has important implications for loss-harvesting strategies...
Repeal of Basis Step-Up: Third Time’s the Charm? by Lincoln Fleming
Under the current tax code, most inherited assets receive a “step-up” in basis to fair market value on the date of the decedent’s death. President Biden’s proposal to repeal the step-up in basis could have an enormous impact on ultra-high-net-worth and high-net-worth investors if passed...

All Blog Posts