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Aperio Group delivers customized asset management services for taxable investors and is one of few firms that report after-tax performance. Aperio designs and manages customized portfolios that deliver the pre-tax return of indexing with active tax management and active risk reduction. The result is superior after-tax return and reduced risk. Aperio's portfolio management process allows the portfolio manager unprecedented control over the investment process beginning with individual tax lots. This control allows Aperio to control the timing of both capital gain and loss realization. Typically this means deferring gains and harvesting losses that Aperio's clients can use to offset realized gains either within or outside of the portfolio. Aperio can analyze the components of clients' portfolio risk and exposure to multiple factors that affect stock price movements, analyze their risk exposure and optimize their portfolios to maximize returns within custom criteria, including risk control, dividend management, timing of capital gain management, and minimization of transaction costs. This control gives Aperio and its clients greater confidence of matching performance benchmarks and greater understanding and control of the possible range of outcomes. Because tax management delivers consistent value-added under all market conditions, Aperio is able to reliably deliver on its promise to deliver superior after-tax return while quantifying and controlling risk. While most managers attempt, and fail, to add pre-tax value (referred to as alpha, actually negative alpha) through security selection, Aperio adds after-tax value through the more reliable process of tax-loss harvesting. Because the tax-losses generated can be used to offset gains wherever a client chooses, Aperio delivers "portable tax alpha." Aperio's Portable Tax Alpha (PTA) equity strategies include most major index benchmarks, including:Aperio PTA 500 Index (large cap US stocks) Aperio PTA 3000 Index (all US stocks) Aperio PTA 1000 Index (large and mid cap US stocks) Aperio PTA 2000 Index (small cap US stocks) Aperio PTA EAFE Index (foreign developed market stocks) Aperio PTA EAFE ADR Index (foreign developed market ADR stocks) Aperio also offers an unlimited level of customization, including stock, industry, sector and social screens. Click here to download a Company Profile.