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Aperio Group primarily provides investment management services, with an emphasis on active tax management and portfolio rebalancing. Aperio Group was founded in Until January , the firm was owned by its four founders: CEO and chief tax economist Patrick Geddes, chief client development officer Guy Lampard, chief client experience officer Robert Newman and chief marketing and strategy officer Paul Solli. Aperio Group also serves non-high-net-worth individuals, trusts, charitable organizations, foundations, endowments, families, registered investment advisors RIAs , consultants, pension plans, profit-sharing plans, investment companies and wealth management platforms. Aperio Group does not require a strict minimum account size. Here is the complete list of services the firm offers:. Aperio Group primarily uses index funds and exchange-traded funds ETFs in client portfolios, as these investments are inherently diversified because of their national and international scale. Aperio supplements these investments with separately managed accounts SMAs that consist entirely of individual stocks. Aperio Group places a high value on the management and minimization of taxes. The firm has created a comprehensive tax-loss harvesting strategy that it projects could help clients retain an extra 1.
Aperio Group Background
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 financial views. Since late February , betas have rapidly migrated toward 1.
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