Aperio Group, now part of BlackRock, manages domestic, international, and global equity portfolios. Aperio creates customized portfolios using quantitative models, incorporating client preferences for benchmarks, factor tilts, tax management, and values-aligned investing, including socially responsible investing. Aperio offers three main equity investment strategies: Active Tax Management, Factor Tilts, and Values-Aligned Investing. Clients can customize portfolios to meet specific requirements, such as holding restrictions and tax needs.
Fee Structure
Aperio Group charges an annual management fee based on a percentage of the value of your account for separately managed equity index strategies. Additional fees may apply for customization options, such as licensing data or implementing long/short equity strategies. Fees are negotiable and vary depending on account size and parameters. A minimum annual fee may be applied, potentially resulting in a higher effective fee rate. For long-short strategies with factor tilts, Aperio charges a flat fee based on the account's gross exposure level.