Observations by Patrick Geddes May 20, 2021
At the recent passing of David Swensen, the deservedly famous head of the Yale Endowment, many commented on how revolutionary and successful his ideas have been in raising institutional investing to a whole new level...
Observations by Patrick Geddes & Dan Spier January 26, 2021
In the past 18 months, we’ve witnessed some extraordinary changes in how retail stock investors trade, from the broad shift for many brokerage firms toward zero commissions to the jump in trading by individuals in 2020, presumably a result of the pandemic...
Aperio’s DEI Journey by Patrick Geddes October 27, 2020
In June, we posted our “Statement on Racism” and said that we were developing plans on what Aperio could do to help move toward racial justice. Through these blogs, we’re sharing our journey...
Active Tax Management by Patrick Geddes September 29, 2020
After our recent analysis of the impact of some of the Biden tax proposals on loss harvesting, we met several times with a number of tax experts among our clients to share our findings and listen to their views...
Aperio’s DEI Journey by Patrick Geddes June 10, 2020
Like so many people around the world, we at Aperio Group have observed in horror and outrage the murders of George Floyd and so many others. Watching the protests against the cancer of racism in the United States, I wonder how my father, who died a year ago, would have reacted...
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