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Aperio by BlackRock
Portfolios as Unique as DNA
Aperio by BlackRock offers personalized, tax-optimized, index-tracking equity SMAs
that reflect the goals and values of each investor.
Greater flexibility, better outcomes
Aperio offers core equity exposure with returns similar to the index's and with the option for tax-loss harvesting to help maximize after-tax returns. With a flexible approach, you can tailor clients' portfolios to meet their individual needs, preferences and personal values.
We can blend 40 standard indexes into 200+ possible custom benchmarks that can be further personalized. Explore how an Aperio by BlackRock SMA (separately managed account) can help achieve your clients’ investing goals.
After-tax performance is never an afterthought
Tax-loss harvesting
In equity markets with volatility and dispersion of returns, there are almost always stocks that decline in price, creating opportunities to harvest losses.
Values-aligned investing
Portfolios can be individually customized to reflect investor’s personal values in the environment, social, and governance areas.
The Aperio difference
Aperio’s deep bench of experts is directly available to advisors. We work side by side with you to develop thoughtful, personalized solutions to meet the most demanding challenges.
The impact of capital gains taxes
Watch this brief video to understand how capital gains taxes can chip away at portfolio returns and how Aperio by BlackRock can help manage the impact.
Ready to get started?
If you’re a financial advisor and ready to begin a conversation with us about an Aperio by BlackRock Tax-Managed Equity SMA, please email your BlackRock representative or reach out to us at 1 (877) 275-1255.
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© 2022 BlackRock, Inc. All rights reserved.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns. Actual investment outcomes may vary. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. No representation is being made that any account, product or strategy will or is likely to achieve profits.
This material is not intended to be relied upon as a forecast, research or investment advice and is not a recommendation or offer or solicitation to buy or sell any securities or to adopt any investment strategy. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Please consult with a qualified professional for these types of advice.
This material is intended for use by a third-party financial professional in consultation with their client. BlackRock Investment Management, LLC (“BlackRock”) acts as either a discretionary investment manager or a non-discretionary model provider to sponsor firms in a variety of separately managed account or wrap fee programs. BlackRock is not acting in a fiduciary capacity with regard to any client of a financial professional. Results of any account or portfolio derived from this information may vary materially from the results shown herein. There is no guarantee that any investment strategy illustrated will be successful or achieve any particular level of results. Any tax information provided herein is for illustrative purposes only and does not constitute the provision of tax advice by BlackRock. Please consult with a tax professional for more information with regard to an investor’s specific situation.
Due to the complexity of tax law, not every single taxpayer will face the situations described herein exactly as calculated or stated, i.e., the examples and calculations are intended to be representative of some, but not all, taxpayers. Since each investor’s situation may be different in terms of income tax, estate tax, and asset allocation, there may be situations in which the recommendations would not apply. Please discuss any individual situation with tax and investment advisors first before proceeding. Taxpayers paying lower tax rates than those assumed or without taxable income would earn smaller tax benefits from tax-advantaged indexing or even none at all compared to those described.
© 2022 BlackRock, Inc. All Rights Reserved. BLACKROCK, iSHARES and ALADDIN are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
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