Blogs

Active Tax Management

Rising Star Alpha: Loss Harvesting in a Small-Cap Index

April 18, 2019

The small, volatile stocks that compose the Russell 2000 Index may make that benchmark a promising source of tax alpha, but turnover in small-cap indexes tends to be high. Does the turnover in the... Read More

SRI/ESG

DowDuPont Spinoffs: How Do They Add Up for Aperio's Values-Aligned Investors?

April 8, 2019

Last year, the corporate merger of Monsanto into Bayer AG (BAYN) presented values-aligned investors at Aperio with an important portfolio question: Should they retain their shares in the combined... Read More

Active Tax Management

Tax Awareness Is The Next Big Thing

March 18, 2019

Heightened investor sophistication that took decades to evolve has finally forced the financial services industry to come to terms with how much fees can eat into returns. Naturally, the industry... Read More

Observations

Aperio Observes the Loss of a Hero

January 18, 2019

The passing this week of Jack Bogle, founder of Vanguard, has highlighted what an extraordinary ethical visionary he has been. While we may mourn his death, we also celebrate how much better the... Read More

SRI/ESG

Will We Ever Find a "Coherent Vision" for ESG?

November 27, 2018

How do eight investor groups with ESG-related acronyms find a “coherent vision” for corporate disclosure of environmental, social, and governance issues? Create a ninth group with yet another ESG-... Read More

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