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

Factor Tilts

Sleeping Dragons: Hedge Fund Anti-Quality Exposures Persist but Lie Low

September 28, 2017

Nine years into a bull market and with volatility at a historical low, now is a good time to ensure you’re on top of the risks in your hedge funds and active equity. In Sleeping Dragons, we take a... Read More

Factor Tilts

Why Money Managers Should Avoid Making Hay While the Sun Shines

June 20, 2017

Students of behavioral economics are of course familiar with the adage about making hay while the sun shines, an insightful observation on how as humans we may need a nudge to acknowledge that... 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.