UN Sustainable Development Goals: Aperio's Perspective

June 6, 2019

In 2015, the UN General Assembly adopted the Sustainable Development Goals (SDGs) agenda, with 17 goals and 169 targets to be achieved by 2030. The SDGs are an extension and expansion of eight UN... Read More


"Is There ESG Alpha?"

A Marketing Question in Research Clothing

May 30, 2019

Financial practitioners have lots of incentives to believe that environmental, social, and governance (ESG) investing delivers alpha. For example, ESG is among a limited number of growth areas in... Read More

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


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


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.