aperio
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

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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.

Aperio at a glance

22 years of experience
That’s more than two decades of sweating the details to design optimal solutions for each of our clients.
Pioneered tax economics
We have been at the forefront of the discipline to optimize after-tax performance since the beginning.
Values-aligned investing
We were among the first to develop values-aligned, tax-optimized SMAs, more than 16 years ago.