What does Aperio do?

Aperio is a pioneer in customizing tax-optimized index equity separately managed accounts (SMAs) to reflect each client’s unique risk, tax, and personal values preferences.

When was Aperio founded?

1999
Through advanced processes, investor-focused portfolio construction research, and sophisticated technology, Aperio offers a level of customization unmatched in the industry. The Firm was founded in 1999 and currently has $27 billion in assets under management.

What is Asperio?

Aperio™, a multi-channel customer experience platform from Fiserv, provides account opening and customer/account servicing, driven by a process and workflow engine, functionality for inbound/outbound marketing tied to predictive modeling, and the capability of executing these models for real-time decisioning.

How do separately managed accounts work?

A separately managed account is an investment account owned by an individual investor but managed by someone else. The manager may be a financial advisor or a wealth management firm. The advisor or wealth manager can typically make investment decisions on the investor’s behalf, including when to buy or sell securities.

Why did BlackRock acquire Aperio?

“Completion of the Aperio transaction accelerates BlackRock’s ambition to lead the industry from ‘one size fits all’ to ‘one size fits one’ – a portfolio that is hyper-personalized to reflect an investor’s unique risk, tax, and personal values preferences,” said Martin Small, head of BlackRock’s U.S. Wealth Advisory …

What does Aperio mean in Latin?

Aperio definitions Latin, meaning: to uncover, lay bare, reveal, make clear.

What is the difference between a mutual fund and an SMA?

SMAs differ from mutual funds in that each portfolio is unique to a single account (hence the name) instead of being pooled together with other investors. This allows the portfolio manager much more flexibility when managing the overall investment strategy of the accounts.

Is Aperio owned by BlackRock?

NEW YORK – BlackRock, Inc. (NYSE: BLK) has completed the acquisition of Aperio, a pioneer in customizing tax-optimized index equity separately managed accounts (SMAs), from Golden Gate Capital and Aperio employees.

When did BlackRock acquire Aperio?

The acquisition is funded from existing liquidity and is slated to close during the first quarter of 2021, according to the announcement.

How do you pronounce Aperio?

Pronunciation

  1. (Classical) IPA: /aˈpe.ri.oː/, [äˈpɛrioː]
  2. (Ecclesiastical) IPA: /aˈpe.ri.o/, [äˈpɛːrio]

What are the pros and cons of an SMA?

SMAs and EMAs are used in similar ways: to identify trends and find potential areas of support or resistance. An advantage of the SMA is that is smooth, but a disadvantage is that it might not accurately reflect the most recent trends.