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Active Tax Management by Lincoln Fleming September 28, 2023
Changes in interest rates can have a significant impact on optimal charitable giving structures. Some techniques are most effective in lower interest rate environments, while others are more compelling when rates are elevated...
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Values-Aligned Investing by Simge Ulucam September 18, 2023
Since women are typically the underrepresented gender on corporate boards, the percentage of board seats they occupy is a common indicator used by investors concerned with diversity, equity, and inclusion (DEI). Compounding the importance of this indicator are...
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Observations by Dorian Young February 22, 2023
The Global Industry Classification Standard (GICS®) will undergo minor modifications next month, on March 17. So minor in fact, that if you blink, you may miss the event! Only 14 stocks in the S&P 500® Index will be moving to a new sector. These stocks represent...
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Active Tax Management by Taotao Cai & Patrick Geddes January 19, 2023
As direct indexing offerings have matured, advertised promises of great economic benefit have proliferated. To distinguish hype from opportunity, advisors and their clients considering this approach over traditional equity indexing strategies should review the four key drivers that make direct indexing worthwhile for tax purposes...
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Active Tax Management by Matthew Johnson November 21, 2022
We at Aperio systematically tax-loss harvest throughout the year for our clients who have selected strategies with tax-loss harvesting, as we believe that realizing losses and avoiding (or deferring) realizing gains is usually economical. But should realizing gains always be avoided...
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