VALUES

We respect our clients' values. And we believe that each individual and foundation should have a portfolio that reflects their unique values, not a generic set of "socially responsible" values. Unlike traditional socially responsible investing (SRI) products, we customize portfolios to match each client's personal values while delivering the diversification, risk reduction, and low fees of indexing. Clients get the best of both worlds: A portfolio that reflects what they believe in—and tracks the benchmark.

WHY IT WORKS

We develop a customized set of environmental, social, and governance screens for creating and scoring a universe of companies against an individual client's values. Our approach combines detailed evaluations of companies' social responsibility with innovative financial models to deliver market returns without compromising clients' values.

WHY SETTLE?

Most SRI products are either overpriced, actively managed products with weak performance or index products with limited flexibility and no SRI proxy voting. Why accept someone else's social screens instead of defining your own?

A SOCIAL CONVERSATION

An in-depth discussion with our clients: You describe which values are important to you. We evaluate how companies operate in the marketplace with respect to your values.

WHAT KIND OF INVESTOR ARE YOU?

Activist investor? We vote proxies according to a socially responsible proxy policy. Taxable investor? We can offer the added benefit of higher after-tax returns through tax-loss harvesting.

DOWNLOADS AND LINKS

Aperio Group overview brochure >
Aperio Group Socially Responsive Investing brochure >
Worth Magazine SRI article >
Wealth Manager SRI article >
Library >