Aperio by BlackRock | Tax Managed Equity SMAs

APERIO DIRECT INDEXING

For 20+ years, we have been a leader in the direct indexing space, specializing in personalized, tax-managed equity separately managed accounts (SMAs).

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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

*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
Global Value Momentum	Fact Sheet

*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

*Strategy offerings are subject to change

The case for tax-managed equity SMAs

Direct indexing is a form of passive investing that allows investors the opportunity to directly own individual securities that seek to track returns of a benchmark. Unlike ETFs or mutual funds, owning individual securities gives investors the ability to have more flexibility, creating opportunities for tax loss harvesting and personalization.

Customization capabilities

Directly owning the individual securities allows investors more room for personalization around their values, investment goals, or different exposures.

Tax efficiency

Instead of focusing on taxes when it’s too late, tax management is often implemented throughout the lifecycle of the portfolio.

Room for flexibility

Whether you’re in a concentrated position, looking at charitable gifting, or need other options, direct indexing allows an investor the flexibility to do so.

Don’t let capital gains stop you

Capital gains should not stop your clients from reaching their investment goals. With Aperio Direct Indexing, tax management strategies such as tax-loss harvesting, help create losses that may be used to offset capital gains outside of your portfolio, allowing clients to potentially reach their goals faster.

The Aperio difference

Active tax management

We utilize tax-loss harvesting* in an effort to increase tax alpha, or after-tax returns.

Thoughtful personalization

Our team of values-aligned strategists work with financial advisors to help align their clients’ investment goals with their personal values.

Access to our strategists

Our tax economists and values-aligned strategists act as an extension of your team providing a wealth of knowledge, guiding your clients along their investing journey.

*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.

Tools designed to personalize how you see fit

Our customization menu showcases the different benchmarks, tax management options, tilts, and many other ways our team gets the most out of each portfolio.

Customization at the core Customization at the core

Using our comprehensive Values-Alignment Menu, our team provides a wealth of solutions and options to cater to each investor’s personal values.

Personalize to your values Personalize to your values

Let our numbers speak for themselves

*Numbers as of June 30, 2023. Source: aperiogroup.com

Explore how we can help advisors optimize client portfolios

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.

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