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MANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username. APERIO (NOW PART OF BLACKROCK) Aperio (now part of BlackRock) is an investment adviser registered with the US Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made.TEAM | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to APERIO ANNOUNCES ITS ACQUISITION BY BLACKROCK Aperio Announces its Acquisition by BlackRock. Monday Nov 23, 2020 — We are excited to share that Aperio has gone back to its roots by entering into an agreement to be acquired by BlackRock, the current incarnation of the original pioneers who invented indexing and shook up the investing world forever in the early 1970s and then caused ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
A C - APERIO
A C DESCRIPTIONS Blended Benchmarks • Reporting on the blended benchmark will be provided. Individual components are not broken out. See sample report. • While clients can revise their allocations as their views evolve, this is not intended to be used as a market timing vehicle. Allocation shifts can result in tax consequences. TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username. APERIO (NOW PART OF BLACKROCK) Aperio (now part of BlackRock) is an investment adviser registered with the US Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made.TEAM | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to APERIO ANNOUNCES ITS ACQUISITION BY BLACKROCK Aperio Announces its Acquisition by BlackRock. Monday Nov 23, 2020 — We are excited to share that Aperio has gone back to its roots by entering into an agreement to be acquired by BlackRock, the current incarnation of the original pioneers who invented indexing and shook up the investing world forever in the early 1970s and then caused ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
A C - APERIO
A C DESCRIPTIONS Blended Benchmarks • Reporting on the blended benchmark will be provided. Individual components are not broken out. See sample report. • While clients can revise their allocations as their views evolve, this is not intended to be used as a market timing vehicle. Allocation shifts can result in tax consequences. TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, APERIO ANNOUNCES ITS ACQUISITION BY BLACKROCK Aperio Announces its Acquisition by BlackRock. Monday Nov 23, 2020 — We are excited to share that Aperio has gone back to its roots by entering into an agreement to be acquired by BlackRock, the current incarnation of the original pioneers who invented indexing and shook up the investing world forever in the early 1970s and then caused SOLUTIONS & INSIGHTS Developing Each Client’s Optimal Solution. We start by asking questions to understand each client’s priorities. We explain the trade-offs between a client’s tax, risk, and values objectives so advisors can choose an optimal investment solution for the client. We then construct a portfolio to track client-selected indexes or blended A CONCENTRATED STOCK POSITION IS A LOTTERY TICKET A Concentrated Stock Position Is a Lottery Ticket. Active Tax Management. by Lisa Goldberg & Taotao Cai. May 5, 2021. An investor might hold on to concentrated stock for a variety of reasons. A position may carry a substantial tax overhang, or perhaps it has emotional value, representing the fruits of hard work building a successful business. 2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3%PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed toREGISTER | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to MINING FOR TAX GOLD: CHARITABLE DONATIONS Approximately 75% of taxpayers whose adjusted gross incomes exceeded $1 million in 2018 reported some form of charitable donation on their tax returns, and approximately 74% of them reported cash donations. Average cash donations per return exceeded $100,000 for these taxpayers. At this same level of income, only about 8% of taxpayers THERE IS MORE TO DIVERSITY THAN INITIALLY MEETS THE EYE Earlier this year, I had the pleasure of attending GenderSmart’s Investing Summit that drew together fund managers, venture capitalists, investment intermediaries, development finance institutions, and gender experts from across the world to tackle complex challenges in gender finance. One of the topics that was discussed in several sessions was the concept of intersectionality—how gender WITH THE PASSING OF DAVID SWENSEN, THE INVESTMENT WORLD Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to IMPROVING AFTER-TAX PORTFOLIO RETURNS WITH TAX-LOSS ACTIE TA MAAEMET Improving after-tax portfolio returns with tax-loss harvesting strategies At the core of Aperio’s investment methodology for taxable investors is a simple HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username.TEAM | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to APERIO ANNOUNCES ITS ACQUISITION BY BLACKROCK Aperio Announces its Acquisition by BlackRock. Monday Nov 23, 2020 — We are excited to share that Aperio has gone back to its roots by entering into an agreement to be acquired by BlackRock, the current incarnation of the original pioneers who invented indexing and shook up the investing world forever in the early 1970s and then caused ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to 2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
FACTOR TILTS
Clients can select from Aperio’s standard factor strategies or design custom factor tilts. We follow a disciplined yet flexible process that allows us to map the client’s investment strategy onto a multi-factor risk model that can include tilts toward factors, geographies, industries, or sectors. Aperio implements each client’sdesired
TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username.TEAM | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to APERIO ANNOUNCES ITS ACQUISITION BY BLACKROCK Aperio Announces its Acquisition by BlackRock. Monday Nov 23, 2020 — We are excited to share that Aperio has gone back to its roots by entering into an agreement to be acquired by BlackRock, the current incarnation of the original pioneers who invented indexing and shook up the investing world forever in the early 1970s and then caused ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to 2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
FACTOR TILTS
Clients can select from Aperio’s standard factor strategies or design custom factor tilts. We follow a disciplined yet flexible process that allows us to map the client’s investment strategy onto a multi-factor risk model that can include tilts toward factors, geographies, industries, or sectors. Aperio implements each client’sdesired
TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, SOLUTIONS & INSIGHTS Developing Each Client’s Optimal Solution. We start by asking questions to understand each client’s priorities. We explain the trade-offs between a client’s tax, risk, and values objectives so advisors can choose an optimal investment solution for the client. We then construct a portfolio to track client-selected indexes or blended A CONCENTRATED STOCK POSITION IS A LOTTERY TICKET A Concentrated Stock Position Is a Lottery Ticket. Active Tax Management. by Lisa Goldberg & Taotao Cai. May 5, 2021. An investor might hold on to concentrated stock for a variety of reasons. A position may carry a substantial tax overhang, or perhaps it has emotional value, representing the fruits of hard work building a successful business. 2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3%PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed toREGISTER | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to VALUES-ALIGNED INVESTING Portfolios That Reflect Diverse Priorities. Many investors interested in values-aligned investing find that one-size-fits-all portfolios do not begin to represent their individual value systems. As a pioneer in customized values-aligned investing, Aperio offers investors decades of environmental, social, and governance (ESG) research and MINING FOR TAX GOLD: CHARITABLE DONATIONS Approximately 75% of taxpayers whose adjusted gross incomes exceeded $1 million in 2018 reported some form of charitable donation on their tax returns, and approximately 74% of them reported cash donations. Average cash donations per return exceeded $100,000 for these taxpayers. At this same level of income, only about 8% of taxpayers THERE IS MORE TO DIVERSITY THAN INITIALLY MEETS THE EYE Earlier this year, I had the pleasure of attending GenderSmart’s Investing Summit that drew together fund managers, venture capitalists, investment intermediaries, development finance institutions, and gender experts from across the world to tackle complex challenges in gender finance. One of the topics that was discussed in several sessions was the concept of intersectionality—how gender IMPROVING AFTER-TAX PORTFOLIO RETURNS WITH TAX-LOSS ACTIE TA MAAEMET Improving after-tax portfolio returns with tax-loss harvesting strategies At the core of Aperio’s investment methodology for taxable investors is a simple TAX ALPHA REWARDS AND RISKS OF LOSS-HARVESTING STRATEGIES TAX ALPHA Rewards and Risks of Loss-Harvesting Strategies By Lisa Goldberg, PhD, Pete Hand, and Taotao Cai A reprinted article fromMay/June 2019
HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username.PROFILE PAGE
ATBAT has transformed the way we evaluate investment strategies and communicate with clients. By measuring performance over tens or even hundreds of historical periods, ATBAT provides a broad, detailed picture of a tax-managed strategy’s return/risk profile. Every Aperio client has benefited from ATBAT’s insights. ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, BENEFITS OF A TAX TRANSITION ANALYSIS Tax Transition Analysis As part of its standard service, Aperio will conduct tax transition analyses to help its current and prospective clients evaluate the trade-offs ARE HEDGE FUNDS ANTI-QUALITY? Period I (Jul 2012— May 2015) Period II (Jun 2015— Oct 2016) Factor 20.4 –7.9 Asset Specific 1.9 –7.2 Active 22.3 –15.1 HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username.PROFILE PAGE
ATBAT has transformed the way we evaluate investment strategies and communicate with clients. By measuring performance over tens or even hundreds of historical periods, ATBAT provides a broad, detailed picture of a tax-managed strategy’s return/risk profile. Every Aperio client has benefited from ATBAT’s insights. ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, BENEFITS OF A TAX TRANSITION ANALYSIS Tax Transition Analysis As part of its standard service, Aperio will conduct tax transition analyses to help its current and prospective clients evaluate the trade-offs ARE HEDGE FUNDS ANTI-QUALITY? Period I (Jul 2012— May 2015) Period II (Jun 2015— Oct 2016) Factor 20.4 –7.9 Asset Specific 1.9 –7.2 Active 22.3 –15.1TEAM | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to APERIO ANNOUNCES ITS ACQUISITION BY BLACKROCK Aperio Announces its Acquisition by BlackRock. Monday Nov 23, 2020 — We are excited to share that Aperio has gone back to its roots by entering into an agreement to be acquired by BlackRock, the current incarnation of the original pioneers who invented indexing and shook up the investing world forever in the early 1970s and then caused 2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3%REGISTER | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to VALUES-ALIGNED INVESTING Portfolios That Reflect Diverse Priorities. Many investors interested in values-aligned investing find that one-size-fits-all portfolios do not begin to represent their individual value systems. As a pioneer in customized values-aligned investing, Aperio offers investors decades of environmental, social, and governance (ESG) research and IMPROVING AFTER-TAX PORTFOLIO RETURNS WITH TAX-LOSS ACTIE TA MAAEMET Improving after-tax portfolio returns with tax-loss harvesting strategies At the core of Aperio’s investment methodology for taxable investors is a simple TAX ALPHA REWARDS AND RISKS OF LOSS-HARVESTING STRATEGIES TAX ALPHA Rewards and Risks of Loss-Harvesting Strategies By Lisa Goldberg, PhD, Pete Hand, and Taotao Cai A reprinted article fromMay/June 2019
THE DOUBLE BOTTOM LINE For Professional Investor Use Only 8 • The results reflect the period in which the study was run. The future may differ from the past. • The strategies in our historical study are robotic, while INDEXED ETFS VS. INDEXED SEPARATELY MANAGED ACCOUNTS: A Introduction The past decade has witnessed an enormous explosion in the popularity of ETFs, reflecting their low costs, general tax efficiency, and easy access for retail investors. WHAT WOULD YALE DO IF IT WERE TAXABLE? What Would Yale Do If It Were Taxable? (corrected January 2016) July/August 2015 www.cfapubs.org 11 reoptimized.6 This analysis shows profound dif- ferences between the pretax and after-tax alloca- HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username.PROFILE PAGE
ATBAT has transformed the way we evaluate investment strategies and communicate with clients. By measuring performance over tens or even hundreds of historical periods, ATBAT provides a broad, detailed picture of a tax-managed strategy’s return/risk profile. Every Aperio client has benefited from ATBAT’s insights. ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, BENEFITS OF A TAX TRANSITION ANALYSIS Tax Transition Analysis As part of its standard service, Aperio will conduct tax transition analyses to help its current and prospective clients evaluate the trade-offs ARE HEDGE FUNDS ANTI-QUALITY? Period I (Jul 2012— May 2015) Period II (Jun 2015— Oct 2016) Factor 20.4 –7.9 Asset Specific 1.9 –7.2 Active 22.3 –15.1 HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username.PROFILE PAGE
ATBAT has transformed the way we evaluate investment strategies and communicate with clients. By measuring performance over tens or even hundreds of historical periods, ATBAT provides a broad, detailed picture of a tax-managed strategy’s return/risk profile. Every Aperio client has benefited from ATBAT’s insights. ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, BENEFITS OF A TAX TRANSITION ANALYSIS Tax Transition Analysis As part of its standard service, Aperio will conduct tax transition analyses to help its current and prospective clients evaluate the trade-offs ARE HEDGE FUNDS ANTI-QUALITY? Period I (Jul 2012— May 2015) Period II (Jun 2015— Oct 2016) Factor 20.4 –7.9 Asset Specific 1.9 –7.2 Active 22.3 –15.1TEAM | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to APERIO ANNOUNCES ITS ACQUISITION BY BLACKROCK Aperio Announces its Acquisition by BlackRock. Monday Nov 23, 2020 — We are excited to share that Aperio has gone back to its roots by entering into an agreement to be acquired by BlackRock, the current incarnation of the original pioneers who invented indexing and shook up the investing world forever in the early 1970s and then caused 2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3%REGISTER | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to VALUES-ALIGNED INVESTING Portfolios That Reflect Diverse Priorities. Many investors interested in values-aligned investing find that one-size-fits-all portfolios do not begin to represent their individual value systems. As a pioneer in customized values-aligned investing, Aperio offers investors decades of environmental, social, and governance (ESG) research and IMPROVING AFTER-TAX PORTFOLIO RETURNS WITH TAX-LOSS ACTIE TA MAAEMET Improving after-tax portfolio returns with tax-loss harvesting strategies At the core of Aperio’s investment methodology for taxable investors is a simple TAX ALPHA REWARDS AND RISKS OF LOSS-HARVESTING STRATEGIES TAX ALPHA Rewards and Risks of Loss-Harvesting Strategies By Lisa Goldberg, PhD, Pete Hand, and Taotao Cai A reprinted article fromMay/June 2019
THE DOUBLE BOTTOM LINE For Professional Investor Use Only 8 • The results reflect the period in which the study was run. The future may differ from the past. • The strategies in our historical study are robotic, while INDEXED ETFS VS. INDEXED SEPARATELY MANAGED ACCOUNTS: A Introduction The past decade has witnessed an enormous explosion in the popularity of ETFs, reflecting their low costs, general tax efficiency, and easy access for retail investors. WHAT WOULD YALE DO IF IT WERE TAXABLE? What Would Yale Do If It Were Taxable? (corrected January 2016) July/August 2015 www.cfapubs.org 11 reoptimized.6 This analysis shows profound dif- ferences between the pretax and after-tax alloca- HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username.PROFILE PAGE
ATBAT has transformed the way we evaluate investment strategies and communicate with clients. By measuring performance over tens or even hundreds of historical periods, ATBAT provides a broad, detailed picture of a tax-managed strategy’s return/risk profile. Every Aperio client has benefited from ATBAT’s insights. ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, BENEFITS OF A TAX TRANSITION ANALYSIS Tax Transition Analysis As part of its standard service, Aperio will conduct tax transition analyses to help its current and prospective clients evaluate the trade-offs ARE HEDGE FUNDS ANTI-QUALITY? Period I (Jul 2012— May 2015) Period II (Jun 2015— Oct 2016) Factor 20.4 –7.9 Asset Specific 1.9 –7.2 Active 22.3 –15.1 HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username.PROFILE PAGE
ATBAT has transformed the way we evaluate investment strategies and communicate with clients. By measuring performance over tens or even hundreds of historical periods, ATBAT provides a broad, detailed picture of a tax-managed strategy’s return/risk profile. Every Aperio client has benefited from ATBAT’s insights. ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3% IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, BENEFITS OF A TAX TRANSITION ANALYSIS Tax Transition Analysis As part of its standard service, Aperio will conduct tax transition analyses to help its current and prospective clients evaluate the trade-offs ARE HEDGE FUNDS ANTI-QUALITY? Period I (Jul 2012— May 2015) Period II (Jun 2015— Oct 2016) Factor 20.4 –7.9 Asset Specific 1.9 –7.2 Active 22.3 –15.1TEAM | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to APERIO ANNOUNCES ITS ACQUISITION BY BLACKROCK Aperio Announces its Acquisition by BlackRock. Monday Nov 23, 2020 — We are excited to share that Aperio has gone back to its roots by entering into an agreement to be acquired by BlackRock, the current incarnation of the original pioneers who invented indexing and shook up the investing world forever in the early 1970s and then caused 2021 APERIO TAX GUIDE FOR INVESTMENT DECISIONS State Only S/T & Ord Regular L/T & Div Regular S/T & Ord AMT L/T & Div AMT 5.0% Alabama 45.8% 28.8% 36.8% 28.8% 0.0% Alaska 40.8% 23.8% 31.8% 23.8% 4.5% Arizona 45.3%REGISTER | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to VALUES-ALIGNED INVESTING Portfolios That Reflect Diverse Priorities. Many investors interested in values-aligned investing find that one-size-fits-all portfolios do not begin to represent their individual value systems. As a pioneer in customized values-aligned investing, Aperio offers investors decades of environmental, social, and governance (ESG) research and IMPROVING AFTER-TAX PORTFOLIO RETURNS WITH TAX-LOSS ACTIE TA MAAEMET Improving after-tax portfolio returns with tax-loss harvesting strategies At the core of Aperio’s investment methodology for taxable investors is a simple TAX ALPHA REWARDS AND RISKS OF LOSS-HARVESTING STRATEGIES TAX ALPHA Rewards and Risks of Loss-Harvesting Strategies By Lisa Goldberg, PhD, Pete Hand, and Taotao Cai A reprinted article fromMay/June 2019
THE DOUBLE BOTTOM LINE For Professional Investor Use Only 8 • The results reflect the period in which the study was run. The future may differ from the past. • The strategies in our historical study are robotic, while INDEXED ETFS VS. INDEXED SEPARATELY MANAGED ACCOUNTS: A Introduction The past decade has witnessed an enormous explosion in the popularity of ETFs, reflecting their low costs, general tax efficiency, and easy access for retail investors. WHAT WOULD YALE DO IF IT WERE TAXABLE? What Would Yale Do If It Were Taxable? (corrected January 2016) July/August 2015 www.cfapubs.org 11 reoptimized.6 This analysis shows profound dif- ferences between the pretax and after-tax alloca- HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username. APERIO (NOW PART OF BLACKROCK) Aperio (now part of BlackRock) is an investment adviser registered with the US Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to VALUES-ALIGNED INVESTING Portfolios That Reflect Diverse Priorities. Many investors interested in values-aligned investing find that one-size-fits-all portfolios do not begin to represent their individual value systems. As a pioneer in customized values-aligned investing, Aperio offers investors decades of environmental, social, and governance (ESG) research and TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, IMPROVING AFTER-TAX PORTFOLIO RETURNS WITH TAX-LOSS ACTIE TA MAAEMET Improving after-tax portfolio returns with tax-loss harvesting strategies At the core of Aperio’s investment methodology for taxable investors is a simple TAX ALPHA REWARDS AND RISKS OF LOSS-HARVESTING STRATEGIESTAX LOSS HARVESTING EXAMPLETAX LOSS HARVESTING EXAMPLETAX LOSS HARVESTING RULESBENEFITS OF TAX LOSS HARVESTINGEXPLAIN TAX LOSS HARVESTINGEXPLAINTAX LOSS HARVESTING
TAX ALPHA Rewards and Risks of Loss-Harvesting Strategies By Lisa Goldberg, PhD, Pete Hand, and Taotao Cai A reprinted article fromMay/June 2019
ARE HEDGE FUNDS ANTI-QUALITY? Period I (Jul 2012— May 2015) Period II (Jun 2015— Oct 2016) Factor 20.4 –7.9 Asset Specific 1.9 –7.2 Active 22.3 –15.1 HOME | APERIOABOUTSOLUTIONS & INSIGHTSBLOGSCONTACT USCAREERSACTIVE TAXMANAGEMENT
Active Tax Management Presentations. Aperio Overview. Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation. All Resources. WELCOME TO THE NEW APERIO CLIENT PORTAL Update on Aperio Business Continuity . NEW Users Register Now. EXISTING Users If this is your first time visiting the new Aperio Client Portal, you will need to reregister for security purposes. If you require support, please email operations@aperiogroup.com or call us at 415.339.4590. Note: Your email address is your Username. APERIO (NOW PART OF BLACKROCK) Aperio (now part of BlackRock) is an investment adviser registered with the US Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. ACTIVE TAX MANAGEMENT Aperio’s strategies for separately managed accounts (SMAs) are designed to generate predictable tax alpha by integrating tax-loss harvesting (TLH) strategies with equity index-tracking portfolios. Depending on the client’s tax situation, we project that loss harvesting can improve annual active return by 1.7%–2.2% (before anyfee
PROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to VALUES-ALIGNED INVESTING Portfolios That Reflect Diverse Priorities. Many investors interested in values-aligned investing find that one-size-fits-all portfolios do not begin to represent their individual value systems. As a pioneer in customized values-aligned investing, Aperio offers investors decades of environmental, social, and governance (ESG) research and TAX-MANAGED FACTOR STRATEGIES harvesting are worth the associated incremental risk and fees. This is addressed in Table 3, IMPROVING AFTER-TAX PORTFOLIO RETURNS WITH TAX-LOSS ACTIE TA MAAEMET Improving after-tax portfolio returns with tax-loss harvesting strategies At the core of Aperio’s investment methodology for taxable investors is a simple TAX ALPHA REWARDS AND RISKS OF LOSS-HARVESTING STRATEGIESTAX LOSS HARVESTING EXAMPLETAX LOSS HARVESTING EXAMPLETAX LOSS HARVESTING RULESBENEFITS OF TAX LOSS HARVESTINGEXPLAIN TAX LOSS HARVESTINGEXPLAINTAX LOSS HARVESTING
TAX ALPHA Rewards and Risks of Loss-Harvesting Strategies By Lisa Goldberg, PhD, Pete Hand, and Taotao Cai A reprinted article fromMay/June 2019
ARE HEDGE FUNDS ANTI-QUALITY? Period I (Jul 2012— May 2015) Period II (Jun 2015— Oct 2016) Factor 20.4 –7.9 Asset Specific 1.9 –7.2 Active 22.3 –15.1TEAM | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed toREGISTER | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to APERIO ANNOUNCES ITS ACQUISITION BY BLACKROCK Aperio Announces its Acquisition by BlackRock. Monday Nov 23, 2020 — We are excited to share that Aperio has gone back to its roots by entering into an agreement to be acquired by BlackRock, the current incarnation of the original pioneers who invented indexing and shook up the investing world forever in the early 1970s and then causedPROFILE PAGE
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed toCAREERS | APERIO
Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to IMPACT OF BIDEN’S CAPITAL GAINS PROPOSAL ON THE August 19, 2020. As part of a broader tax plan, 1 US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes on the after-tax performance of loss-harvestingstrategies.
AN OPEN LETTER TO ESG VENDORS (AND OTHERS WHO MAY CARE An Open Letter to ESG Vendors (and others who may care) Values-Aligned Investing. by Mark Bateman. August 4, 2020. Dear ESG Vendor: Having recently completed a comprehensive review of the ESG data offerings from most of the prominent ESG vendors, we want to share some of what we learned about the state of ESG research and data. These comments BENEFITS OF A TAX TRANSITION ANALYSIS Tax Transition Analysis As part of its standard service, Aperio will conduct tax transition analyses to help its current and prospective clients evaluate the trade-offs TAX ALPHA REWARDS AND RISKS OF LOSS-HARVESTING STRATEGIES TAX ALPHA Rewards and Risks of Loss-Harvesting Strategies By Lisa Goldberg, PhD, Pete Hand, and Taotao Cai A reprinted article fromMay/June 2019
ARE HEDGE FUNDS ANTI-QUALITY? Period I (Jul 2012— May 2015) Period II (Jun 2015— Oct 2016) Factor 20.4 –7.9 Asset Specific 1.9 –7.2 Active 22.3 –15.1 Skip To Main Content__
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A GUIDE TO ESG PORTFOLIO CONSTRUCTION In this article, the authors explore six quantitative environmental (E), social (S), and governance (G) strategies to provide insights into best practices for ESG portfolio construction. These strategies offer different approaches to the trade-off between desired ESG attributes and investment performance. They conclude that fully understanding the dynamics of these trade-offs will allow investors to select the strategy that best matches their ethical and financialviews.
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* Home Depot and the 23-Year Resolution by Austin Wilson For 23 years, shareholders held votes on whether Home Depot should disclose the EEO-1 forms it files annually with the US Equal Employment Opportunity Commission and describe the most basic data on its workforce diversity. As other large companies scramble to disclose data on DEI, Home Depot has finally agreed to... * Addressing Diversity, Equity, and Inclusion Outside of Public Equity Portfolios by Kirsten Meder Over the last year, Aperio has noted an increased interest in clients wanting to align their investments with their values around diversity, equity, and inclusion (DEI) and racial justice issues. Much of the data tied to DEI and racial justice issuesis based on ...
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Hypercustomization
Personalized public equity solutions Learn More BLACKROCK COMPLETES ACQUISITION OF APERIO Aperio Business Continuity |Form CRS
APERIO PARTNERS WITH WEALTH ADVISORS TO BUILD AND MANAGE PERSONALIZED PUBLIC EQUITY PORTFOLIOS THAT REFLECT EACH CLIENT’S UNIQUE TAX, RISK, AND VALUES PREFERENCES.Taxes __
Seeks to deliver improved after-tax returns through tax-lossharvesting
Factors __
Seeks to replicate active strategies that are optimized for taxableinvestors
Values __
Seeks to reflect each client’s social, environmental, and governancevalues
Applied Insights
BETTER VALUE WITH RISK CONTROL 1) Underweights in Facebook, Apple, Amazon, Microsoft, and Google (FAAMG) stocks explain the lion’s share of the recent dismal performance of the Russell 1000 Value Index. 2) A hypothetical Optimized Value strategy cut the drawdown by 2/3 while achieving greater Value exposure and maintaining benchmark-like weights inFAAMGs.
Applied Insights
BETA MIGRATION DURING THE 2020 CRISIS AND IMPACT ON APERIO QUALITYSTRATEGY
Since late February 2020, betas have rapidly migrated toward 1.0 across US and global equity markets. This paper analyzes how this unprecedented phenomenon has dampened the positive impact of quality factors on Aperio Quality portfolios, transformed their industry exposures, and lowered their diversification.Applied Insights
A GUIDE TO ESG PORTFOLIO CONSTRUCTION In this article, we explore six quantitative environmental (E), social (S), and governance (G) strategies to provide insights into best practices for ESG portfolio construction. These strategies offer different approaches to the trade-off between desired ESG attributes and investment performance. We conclude that fully understanding the dynamics of these trade-offs will allow investors to select the strategy that best matches their ethical and financial views. (Published in the _Journal of Portfolio Management_, April 2019, Volume 45 Number 4.)Applied Insights
REWARDS AND RISKS OF LOSS-HARVESTING STRATEGIES We report historical after-tax return and risk for three hypothetical tax-managed U.S. equity strategies based on the Russell 1000 Index. The first strategy aims to deliver index-like returns; the second is a factor tilt; and the third tracks the index while excluding oil producers. Tax alpha was highest in the index-tracking strategy, and differences in tax alpha were more pronounced, both across strategies and at different time horizons, in the estate/donation disposition than in the liquidation disposition. (Published in _Investments & Wealth Monitor_, May/June 2019.)Applied Insights
TAX-MANAGED FACTOR STRATEGIES We examine the tax efficiency of an indexing strategy and six factor tilts. Between June 1995 and March 2018, average value added by tax management exceeded 1.50% per year at a 10-year horizon for all the strategies we considered. Tax-managed factor tilts that are beta 1 to the market generated average tax alpha between 1.59% and 1.89% per year, while average tax alpha for the tax-managed indexing strategy was 2.26% per year. (Published in the _Financial Analysts Journal_, Second Quarter 2019, Volume 75 Issue 2.)__ Previous __ Next
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Active Tax ManagementFact Sheets
All Fact Sheets - 2021 Q1 __ All fact sheets for Aperio Group strategies are collected here.*
Active Tax ManagementPresentations
Aperio Tax-Loss Harvesting Strategies __ This presentation provides an in-depth look at tax-loss harvesting (TLH), covering topics such as portfolio construction, how TLH works at Aperio, performance assessment, and how TLH can be combined with Factor Tilts and SRI/ESG strategies.*
Factor Tilts
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Aperio Factor Strategies __ This presentation outlines Aperio’s approach to factor investing and portfolio construction, with a detailed description of our preconfigured strategies.*
Values-Aligned InvestingPresentations
Values-Aligned Investing: SRI/ESG for Public Equities __ This presentation describes Aperio’s approach to working with advisors and clients to construct custom values-aligned strategies.*
Active Tax ManagementPresentations
Aperio Overview __
Aperio Group is a different type of investment management firm. As described in this presentation, we partner with wealth advisors to build customized, tax-efficient, lower-fee public equity portfolios that reflect each client’s unique situation.All Resources
RECENT BLOG POSTS
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At the recent passing of David Swensen, the deservedly famous head of the Yale Endowment, many commented on how revolutionary and successful his ideas have been in raising institutional investing to a whole newlevel...
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