About half of the taxable accounts Aperio manages start with legacy holdings, and a large portion of the capital gains taxes embedded in a legacy portfolio can generally be deferred by transitioning to an Aperio strategy in a tax-efficient manner. Our research shows that subsequent loss harvesting provides additional tax alpha, which tends to be higher for portfolios with fewer embedded gains at inception.
The Risk of Low-Beta Investing
by Michelle Shkedi & Ryan SteverIn this blog post, we explore some of the questions that clients invested in low-beta strategies have asked us: What should I do? Have the benefits of low beta been arbitraged away, or was 2020 driven by idiosyncratic reasons rather than structural changes?...
Steps Advisors Could Take Ahead of Potential Changes in Capital Gains Tax Law
by Lincoln FlemingAlthough there is still a lack of clarity on what capital gains tax changes may be passed, when they will be passed, or when they will become effective, in this blog post, we provide relevant updates and share steps advisors can take now to help clients prepare for potential changes...
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The Risk of Low-Beta Investing
by Michelle Shkedi & Ryan Stever
In this blog post, we explore some of the questions that clients invested in low-beta strategies have asked us: What should I do? Have the benefits of low beta been arbitraged away, or was 2020 driven by idiosyncratic reasons rather than structural changes?...
Steps Advisors Could Take Ahead of Potential Changes in Capital Gains Tax Law
by Lincoln Fleming
Although there is still a lack of clarity on what capital gains tax changes may be passed, when they will be passed, or when they will become effective, in this blog post, we provide relevant updates and share steps advisors can take now to help clients prepare for potential changes...
