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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.

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

Seeks to replicate active strategies that are optimized for taxable investors

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

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Recent Blog Posts
  • Austin Wilson 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...
  • Lincoln Fleming 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...
  • Lincoln Fleming 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...
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