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


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


Desperately Seeking Alpha

June 22, 2018

In April 2018, the US Department of Labor (DOL) issued new guidelines on environmental, social, and governance (ESG) issues as drivers of investment choices. The new guidelines differ from those... Read More

Factor Tilts

Factor Tilts and Taxes: Applying Research to Practice

April 18, 2018

Since Aperio offers tax-loss harvesting through both cap-weighted and factor-tilt strategies, we’re often asked, “Do I get more value from plain loss harvesting (cap-weighted) or from factor tilts... Read More

Active Tax Management

How 2017 Tax Reform Affects Top-Bracket Taxable Investors

January 18, 2018

While the recently enacted Tax Cuts and Jobs Act has appropriately generated a great deal of press coverage and analysis, not as much has been written on its impact on taxable ultra-high-net-worth... 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.