Values-Aligned Investing by Nelli Oster April 16, 2021There Is More to Diversity Than Initially Meets the Eye.How Intersectionality in Portfolios Is Limited by Data Availability
Earlier this year, I had the pleasure of attending GenderSmart’s Investing Summit. One of the topics that was discussed in several sessions was the concept of intersectionality—how gender intersects with other aspects of identity such as...
Active Tax Management by Taotao Cai & Lisa Goldberg February 23, 2021
The S&P 500 Index return was up 18.4% in 2020, even though 95% of its constituents experienced a drawdown of more than 10%. This is not, however, just another crazy thing that happened in 2020...
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 Mark Bateman December 15, 2020
Until January 20, 2021, Condoleezza Rice will have been the highest-ranking African American woman to serve in the executive branch of the US government, having served as secretary of state from 2005 to 2009. With Kamala Harris’ assumption of the vice presidency...
Aperio’s DEI Journey by Mark Bateman & Nancy Malik November 9, 2020
As many of you likely have seen on our website, Aperio is Latin for “to make clear, to reveal the truth.” We looked in Google translate and found a definition we like even better: “disclose to view.” Aperio has always been a proponent of transparency...
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