Aperio continues to innovate with new applications for personalized SMAs. Aperio’s Long/Short SMA strategy can be thought of as an extension to a traditional long-only portfolio. By combining long and short positions, the strategy aims to enhance the use cases of long-only tax-managed SMAs by providing additional loss-harvesting opportunities in both up and down markets. Some of the most popular applications are:
Direct indexing is a form of passive investing that allows investors the opportunity to directly own individual securities. Direct indexing strategies generally seek to track, with some variation, the returns of a benchmark index. Unlike ETFs or mutual funds, owning individual securities gives investors the ability to have more flexibility, creating opportunities for tax loss harvesting and personalization.
*To fully benefit from tax-loss harvesting, the investor will need to have other gains on their Schedule D (Form 1040) that can be offset by the harvested losses.
*Numbers as of March 31, 2025. Source aperiogroup.com
US Large Cap | Fact Sheet |
US Large & Mid Cap | Fact Sheet |
Total US Market | Fact Sheet |
Foreign Developed ex Canada | Fact Sheet |
Developed World | Fact Sheet |
Global | Fact Sheet |
Core Annual Composite | GIPS Composite Report |
Core Annual Composite (WRAP) | GIPS Composite Report |
*Strategy offerings are subject to change
High Dividend Yield | Fact Sheet |
High Dividend Yield – Global | Fact Sheet |
Domestic Low-Beta Quality | Fact Sheet |
Domestic Quality Light | Fact Sheet |
Foreign Developed ex Canada Quality Light | Fact Sheet |
Value-Tilted Global | Fact Sheet |
Factor Tilt Annual composite | GIPS Composite Report |
Factor Tilt Annual composite (WRAP) | GIPS Composite Report |
*Strategy offerings are subject to change
US Large Cap Aperio SRI | Fact Sheet |
Total US Market Aperio SRI | Fact Sheet |
Foreign Developed ex Canada Aperio SRI | Fact Sheet |
Global Aperio SRI | Fact Sheet |
SRI Annual Composite | GIPS Composite Report |
SRI Annual Composite (WRAP) | GIPS Composite Report |
*Strategy offerings are subject to change
Global 130-30 Quality Value Strategy | Fact Sheet |
US Large Cap 130-30 Quality Value Strategy | Fact Sheet |
US Large Cap 140-40 Quality Value Strategy | Fact Sheet |
*Strategy offerings are subject to change
BlackRock’s Tax Evaluator tool can assist in identifying tax-loss harvesting opportunities, funds that historically distribute capital gains, and tax-efficient strategies you can use instead.