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Aperio is an investment manager and part of BlackRock. For more than 22 years, we’ve been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor.
Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk.
Because after-tax return is what truly matters to taxable investors, Aperio’s time-tested tax-loss harvesting and other tax economics techniques aim to enhance after-tax returns across a client’s entire equity portfolio.
We offer the most granular level of SRI/ESG personalization to build portfolios perfectly aligned with clients’ beliefs and causes they care about, without sacrificing performance.
Driven by our human-first philosophy, we are dedicated to providing unmatched personal service.
Facts
• Headquartered in Sausalito, CA
• Over 120 employees
• $50B in Assets Under Management as of 9/30/2021
Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk.
Because after-tax return is what truly matters to taxable investors, Aperio’s time-tested tax-loss harvesting and other tax economics techniques aim to enhance after-tax returns across a client’s entire equity portfolio.
We offer the most granular level of SRI/ESG personalization to build portfolios perfectly aligned with clients’ beliefs and causes they care about, without sacrificing performance.
Driven by our human-first philosophy, we are dedicated to providing unmatched personal service.
Facts
• Headquartered in Sausalito, CA
• Over 120 employees
• $50B in Assets Under Management as of 9/30/2021
Overview
Founded date
1999
Mentions in press and media 5
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Oct 4, 2024 | Notification according to chapter 9, section 10 of the Securities Market Act | Notification according to chapter 9, section 10 of the Securities Market Act Fri, Oct 04, 2024 09:25 CET Report this content UPM-Kymmene Corporation Stock Exchange Release (Flagging Release) 4 October 2024 at 10:25 EEST Notification accordi... |
| Mar 1, 2023 | Daily AI Roundup: Biggest Machine Learning, Robotic And Automation Updates 01st March 2023 | This is our AI Daily Roundup . We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in artificial intelligence (AI), Machine Learning, Robotic Process Automation, Fintech, and human-s... |
| Feb 28, 2023 | APERIO Announces the Release of APERIO DataWise 2.0 | APERIO, the category leader of industrial data integrity solutions, has enhanced its data quality capabilities to help customers prioritize operational data monitoring and identify anomaly root causes for instant remediation. Powered by AI,... |
| Nov 24, 2020 | BlackRock To Acquire Aperio, for $1.05 Billion | BlackRock, Inc. (NYSE: BLK) is to acquire Aperio from Golden Gate Capital and the company’s employees, for $1.05 billion in cash. Aperio is a Sausalito, California-based leader in customizing tax-optimized index equity separately managed ac... |
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FAQ about Aperio
When was Aperio founded?
Aperio was founded in 1999.
What has the press written about Aperio?
Parsers VC has collected 5 articles mentioning Aperio, among them “Notification according to chapter 9, section 10 of the Securities Market Act” (Oct 4, 2024) and “Daily AI Roundup: Biggest Machine Learning, Robotic And Automation Updates 01st March 2023” (Mar 1, 2023).
Is Aperio still active?
Yes, Aperio is active; its latest activity on Parsers VC dates from Oct 9, 2024.