Blogs

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

SRI/ESG

ESG Exclusions: Setting Expectations

November 12, 2018

Investors often ask us about the expected impact of certain socially responsible (SRI/ESG) constraints on the risk and performance of a portfolio. In our earlier work, we explored several... Read More

Observations

Does Klay Thompson Have a Hot Hand?

November 1, 2018

Wow, talk about “hot hands”! On Monday night, Golden State Warrior Klay Thompson set an NBA record with 14 three-pointers against the Chicago Bulls, breaking the previous record of 13 set by... Read More

What We've Been Reading & Listening To

Developments in the Taxation of REITs

October 4, 2018

The TJCA (Tax Cuts and Jobs Act) signed into law in December 2017 has changed the tax treatment for holding real estate investment trusts (REITs). While we still await full clarity of some issues... Read More

SRI/ESG

Talking SRI with TSA Agents

September 27, 2018

In the rural part of New Hampshire where I live, the local airport can have as many TSA agents running the security checkpoint as there are actual passengers. The little Cessna I take down to... Read More

Pages

This article is provided for informational purposes only. The information contained within this article was carefully compiled from sources Aperio believes to be reliable, and it is accurate to the best of our knowledge and belief. However, Aperio cannot guarantee its accuracy, completeness, and validity, and cannot be held liable for any errors or omissions. All information contained herein should be independently verified and confirmed. Aperio does not accept any liability for any loss or damage whatsoever caused in reliance upon such information. Aperio provides this information with the understanding that it is not engaged in rendering legal, accounting, or tax services. In particular, none of the examples should be considered advice tailored to the needs of any specific investor. Aperio recommends that all investors seek out the services of competent professionals in any of the aforementioned areas. With respect to the description of any investment strategies, simulations, or investment recommendations, Aperio cannot provide any assurances that they will perform as expected and as described in this article. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain.