Tax Optimization Expertise Aperio specializes in tax-optimized indexed equity SMAs, offering personalized and tax-efficient investment strategies to individual investors. This expertise in tax-loss harvesting and tax economics techniques presents a sales opportunity for targeting high-net-worth individuals seeking after-tax return maximization.

ESG Personalization Aperio provides highly customized SRI/ESG portfolios aligned with clients' values without compromising performance. This unique level of ESG personalization can be leveraged in sales pitches to environmentally and socially conscious investors looking for sustainable investment options tailored to their beliefs.

Recent Asset Acquisitions Aperio's recent investments in various assets like Viking Therapeutics, Tupperware Brands, and Shoe Carnival signify an aggressive investment strategy. Leveraging these diverse holdings can open doors to partnerships with companies in these sectors or presenting co-investment opportunities to interested clients.

Human-First Philosophy Driven by a human-first philosophy, Aperio focuses on providing personalized service to clients. This emphasis on human touch can be a compelling selling point when targeting clients who prioritize individual attention, fostering trust and loyalty in a competitive financial services market.

Assets Under Management Growth With over $48B in Assets Under Management as of June 2022, Aperio demonstrates financial strength and credibility in the investment management industry. Highlighting this substantial AUM can enhance the company's reputation and attract potential clients seeking a well-established and reliable investment partner.