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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 internal debates where we test different perspectives and sharpen our viewpoints. We'll use the blog to share the latest thinking from Aperio team members so you can participate in the discussion.

Our guiding philosophy at Aperio has always been to challenge ourselves and the industry to be clear and transparent. Our blog will reflect this principle, serving as a place where we debate new ideas, challenge assumptions, poke holes in established myths—and ultimately reveal the truth.

We hope you enjoy it and look forward to your feedback (send comments to

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. You cannot invest directly in an index.