Tax Regime Change by Taotao Cai & Ben Schneider October 6, 2020
In a White House press briefing in August, US President Donald Trump said he is “considering a capital gains tax cut.” While the administration has discussed a straightforward reduction of the long-term capital gains rate, the impact of such a change...
Tax Regime Change by Ben Schneider August 19, 2020
As part of a broader tax plan, US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes...
Values-Aligned Investing by Ben Schneider November 12, 2018
Investors often ask us about the expected impact of certain socially responsible (SRI/ESG) constraints on the risk and performance of a portfolio. In our earlier work, we explored several different approaches for constructing a custom SRI/ESG portfolio to....
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