Offerings

Partnering to deliver investment solutions for complex situations

Aperio implements three strategies that represent the next generation of index-based investing. The strategies use public equities in separately managed accounts to track client-selected indexes, while overlaying tax management, targeted factor tilts, and social screening. Our strategies can be used in complement or individually.

  • Overlays tax-loss harvesting to improve after-tax returns through “tax alpha”
  • Separately managed accounts of individual stocks
  • Closely tracks any client-selected benchmark
  • Fully customized portfolios to express targeted alpha-seeking themes—e.g., high quality, high dividend yield, low volatility, or over/underweighting size, growth, or other risk factors
  • Separately managed accounts of individual stocks (e.g., Russell 3000, MSCI EAFE, MSCI ACWI)
  • Portfolio customization based on the unique environmental, social, governance, or religious values of each client
  • Separately managed accounts of individual stocks
  • Closely tracks any client-selected benchmark (e.g., Russell 3000, MSCI EAFE, MSCI ACWI)

All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Please refer to the "Disclosure" link below for additional information.