Aperio Group Releases New Research Paper on Implementing Emerging Market Exposure Within a Global Portfolio
Study finds that only 20% of active emerging markets managers in the Morningstar universe beat the market after-tax over 10 year period. - August 17, 2011
Aperio Group Expands Faith-Based Investment Strategies with Catholic Advocacy Portfolio
Aperio Group announces its Catholic Advocacy Russell 3000 portfolio. The portfolio adheres to the US Conference of Catholic Bishops' (USCCB) SRI investing guidelines. The Aperio Catholic Advocacy Portfolio is available to HNW and institutional investors through Separately Managed Accounts (SMA). - June 01, 2011
Aperio Group Announces the First Animal Rights Portfolio Designed to Track the Broad US Equity Market
Aperio Group LLC, a financial advisory firm that manages customized portfolios for values-based investors, has announced the introduction of the Humane Equity Index Portfolio. The Humane Equity Index Portfolio, A Socially Responsive Indexing (SRI) Portfolio, seeks to match the performance of the broad equity market while excluding companies whose business practices the Best Friends Animal Society, one of the leaders in the humane treatment of animals, considers inhumane. - April 20, 2011