Ratings
0.0
Based on 0 verified reviews
Industry Knowledge
0.0
Hiring Speed
0.0
Candidate Quality
0.0
Candidate Experience
0.0
Communication
0.0
Value For Cost
0.0
Company Description
Aperio Group, LLC is an indirect, wholly owned subsidiary of BlackRock, Inc., focused on delivering personalized direct indexing through tax-optimized equity separately managed accounts (SMAs) for financial advisors and their clients. With nearly 25 years of experience and approximately $91 billion in assets under management as of 1Q 2024, Aperio partners with advisors to tailor portfolios that align with each investors objectives, risk tolerance, tax circumstances, and personal values. Its approach begins with defining market exposure using global or non-U.S. benchmarks, including blended benchmarks that reflect client-specific allocation preferences. Values-aligned investing is central to the offering, enabling clients to incorporate exclusions, values-based strategies, and tilts across environmental, social, governance, faith-based, and geography dimensions, with optional active ownership via customized proxy voting guidelines and a shareholder advocacy program. For clients seeking factor exposures, Aperio designs rules-based, index-derived portfolios with tilts such as value, size, momentum, profitability, quality, dividend yield, and low beta, using quantitative optimization to manage tracking error and risk. Tax management is built-in and configurable (standard, aggressive, or light), supported by systematic loss harvesting, gains budgets, and specialized solutions like Aperio Concentrated Equity Solutions (ACES), including capabilities for private foundation excise tax and CRUT management. Transparency is emphasized, with third-party data informing ESG inputs and a disciplined process to balance values alignment with investment characteristics. The Aperio Client Portal provides a secure workflow for portfolio management, analysis, account maintenance, reporting, billing, portal administration, and values alignment, leveraging Okta-based multi-factor authentication (SMS, voice, or Okta Verify). For firms adopting BlackRocks My Managed Accounts platform, Aperio supports a streamlined transition and advisor onboarding. Through this combination of customization, tax efficiency, values integration, and robust digital support, Aperio enables advisors to craft SMA portfolios that reflect the individuality of each investor.
Service Delivery Models
No items available
Specialization
Industry Focus
Profile Expertise
Who we worked with
No featured clients provided
No video introduction provided
FAQ
No FAQ provided
Similar Agencies
Whitley Recruiting Partners
0.0 (0)
Raleigh, United States
Software DevelopmentCybersecurity+9
Henry North
0.0 (0)
Atlanta, United States
AutomotiveAerospace+15
Crown Personnel Services
0.0 (0)
Dayton, United States
AutomotiveAerospace+15
Raven Ridge
0.0 (0)
Bedford, United States
Management ConsultingLegal+11
Ekspert Counsel
0.0 (0)
Atlanta, United States
Management ConsultingLegal+11
RevSearch
0.0 (0)
Atlanta, United States
Software DevelopmentCybersecurity+9