Active Tax Management by Pete Hand & 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 Mark Bateman August 4, 2020
Dear ESG Vendor: Having recently completed a comprehensive review of the ESG data offerings from most of the prominent ESG vendors, we want to share some of what we learned about the state of ESG research and data...
Values-Aligned Investing by Mark Bateman June 16, 2020
The national dialogue on racial inequality brought about by the death of George Floyd at the hands of Minneapolis police officers has resulted in more questions from Aperio’s clients: How can we reflect our concerns about racial inequality in our investments?...
Observations 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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