Aperio Business Continuity | Form CRS
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Tax Alpha: How Much Value Does Tax Management Add to a Legacy Portfolio?About half of the taxable accounts Aperio manages start with legacy holdings, and a large portion of the capital gains taxes embedded in a legacy portfolio can generally be deferred by transitioning to an Aperio strategy in a tax-efficient manner. Our research shows that subsequent loss harvesting provides additional tax alpha, which tends to be higher for portfolios with fewer embedded gains at inception. |
The Risk of Low-Beta Investing
by Michelle Shkedi & Ryan Stever
In this blog post, we explore some of the questions that clients invested in low-beta strategies have asked us: What should I do? Have the benefits of low beta been arbitraged away, or was 2020 driven by idiosyncratic reasons rather than structural changes?...
Steps Advisors Could Take Ahead of Potential Changes in Capital Gains Tax Law
by Lincoln Fleming
Although there is still a lack of clarity on what capital gains tax changes may be passed, when they will be passed, or when they will become effective, in this blog post, we provide relevant updates and share steps advisors can take now to help clients prepare for potential changes...
Aperio Business Continuity | Form CRS
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.
About half of the taxable accounts Aperio manages start with legacy holdings, and a large portion of the capital gains taxes embedded in a legacy portfolio can generally be deferred by transitioning to an Aperio strategy in a tax-efficient manner. Our research shows that subsequent loss harvesting provides additional tax alpha, which tends to be higher for portfolios with fewer embedded gains at inception.
All Fact Sheets - 2021 Q2
All fact sheets for Aperio Group strategies are collected here.
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.
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: SRI/ESG for Public Equities
This presentation describes Aperio’s approach to working with advisors and clients to construct custom values-aligned strategies.
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.
The Risk of Low-Beta Investing
by Michelle Shkedi & Ryan Stever
Steps Advisors Could Take Ahead of Potential Changes in Capital Gains Tax Law
by Lincoln Fleming
Proxy Season Recap: Record-Breaking Votes
by Austin Wilson