Tax-Exempt Institutions

Highly customized portfolios

Aperio works with foundations, endowments, religious groups, and other tax-exempt institutions to construct investment portfolios that adhere to their unique missions, values, and beliefs. Our structured process begins with discussions about the unique values that should be reflected in the portfolio. Environmental, social, and governance parameters—as well as factors such as high dividends, low volatility, and other portfolio factor tilts—can be considered.

Innovation in Values-based investing

As innovators in the socially responsible investing (SRI) space, we can customize portfolios and accommodate virtually any set of values. Using data from industry leaders including IW Financial, EIRIS, MSCI/KLD, and ISS RiskMetrics, our process blends consultation and quantitative resources to create portfolios that reflect your unique mission and focus.

All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Please refer to the "Disclosure" link below for additional information.