Aperio Group, LLC

Aperio Group is a $36 billion investment manager working primarily with ultra-high-net-worth investors, usually through their wealth managers, and with institutional investors. We design and manage customized portfolios that deliver pre-tax performance of indexing with client-specific customizations, including active tax management and active risk reduction. We have three primary strategies for domestic, foreign and/or global equity portfolios:1) Active Tax Indexing: delivering tax alpha with benchmark returns, often customized for investors unique situations including concentrated positions and complex estate situations2) Socially Responsive Indexing: working with investors and their advisors to construct portfolios that reflect their unique set of values in a low-cost, tax-efficient and low tracking error manner.3) Factor Tilts: tilting indexes towards factors (including fundamentals like high quality or high yield) investors believe will deliver alpha in the current and future environment.