Aperio’s DEI Journey 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?...
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...
Active Tax Management by Patrick Geddes September 19, 2019
At Aperio, we’ve been asked by many wealth advisors and family offices about our views on opportunity zones (OZs), a tax incentive that allows for deferral and even elimination of some capital gain for taxable investors. In our view, the best way to look at these structures requires incorporating three different angles...
Values-Aligned Investing by Lisa Goldberg September 5, 2019
If you think that fairness and access to the broadest, deepest pool of talent are good reasons for a firm to promote diversity, you may feel better after aligning your money with your personal values. If you expect a diversity-tilted portfolio to outperform its benchmark...
Values-Aligned Investing June 6, 2019
In 2015, the UN General Assembly adopted the Sustainable Development Goals (SDGs) agenda, with 17 goals and 169 targets to be achieved by 2030. The SDGs are an extension and expansion of...
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