Applied Insights

As a research-driven investment firm, Aperio considers original research a priority. Our research team is continually deepening our knowledge through rigorous quantitative studies that bring new insights to the firm, our advisors, and their clients. We apply these insights to help our advisors answer complex client questions and fine-tune or develop new solutions.

Our primary area of research explores the impact of taxes on investments, and we have created a research ecosystem and analysis platform to delve into questions in this domain. Aperio’s research includes inputs from both theoretical study and empirical data. Our empirical experience comes from two decades of building and managing separately managed accounts (12,300-plus as of 12/31/2022).

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