Blogs

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

Observations

Hotly Revamped GICS Communications Sector Gets Some FAANGs

August 22, 2018

The Global Industry Classification Standard (GICS®) will be revamping its shrunken Telecommunication Services sector (now just 1.9%* of the S&P 500 Index) into a hot, newly renamed... Read More

Observations

Tracking Error Forecasts in a Low-Volatility Environment

August 1, 2018

Over the past couple of years, the equity markets appeared to have experienced a period of extremely low volatility. The one-year trailing volatility on the S&P 500 reached 6.77% at the end of... Read More

Observations

Betting on AI

February 6, 2018

New ground was broken last year when EquBot LLC and ETF Managers Group launched the AI Powered Equity ETF (AIEQ), the first exchange-traded fund powered by artificial intelligence. This fits... Read More

Observations

Webcast: Does International Investing Still Make Sense?

September 7, 2017

Some investors may feel frustrated by the performance of international stocks and are wondering why they are still invested internationally. Michael Branch provides a common sense perspective on... Read More

Observations

Is the Growth of Indexing Making Markets Less Efficient?

July 25, 2017

Morningstar Inc. estimates that between 2013 and 2016, investors added nearly $1.3 trillion to passive mutual funds and exchange-traded funds (ETFs), and pulled more than a quarter trillion out of... Read More

Observations

Announcing the Aperio Group Blog

June 13, 2017

We're excited to launch our new blog to share the latest ideas and insights percolating around Aperio. New questions come up in our conversations with clients all the time. This often sparks... Read More

Observations

A Cornucopia of Losses: The US Equity Market Has Been Great for Taxable Indexers but Hard on Active Managers

June 1, 2017

Critics are quick to point out that active management is a sub-zero-sum game. The high fees active managers charge make after-fee active returns lower, on average, than after-fee returns to an... 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.