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Aperio Announces its Acquisition by BlackRock

Aperio Business Continuity   |   Form CRS

Aperio 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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  • Mark Bateman Nancy Malik Publishing Our Diversity Data to Promote Transparency by Mark Bateman & Nancy Malik
    As many of you likely have seen on our website, Aperio is Latin for “to make clear, to reveal the truth.” We looked in Google translate and found a definition we like even better: “disclose to view.” Aperio has always been a proponent of transparency...
  • Patrick Geddes Aperio’s DEI Journey: Putting Cash to Work with Impact by Patrick Geddes
    In June, we posted our “Statement on Racism” and said that we were developing plans on what Aperio could do to help move toward racial justice. Through these blogs, we’re sharing our journey...
  • Taotao Cai Ben Schneider Loss Harvesting with Inflation-Adjusted Gains by Taotao Cai & Ben Schneider
    In a White House press briefing in August, US President Donald Trump said he is “considering a capital gains tax cut.” While the administration has discussed a straightforward reduction of the long-term capital gains rate, the impact of such a change...
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