Aperio (now part of BlackRock) is a $40 billion investment manager working primarily with ultra-high-net-worth investors, usually through their wealth managers, and with institutional investors. We design and manage customized portfolios that deliver pre-tax performance of indexing with client-specific customizations, including active tax management and active risk reduction. 

Consulting

Aperio Group

Aperio Group's headquarters in Sausalito, CA, United States

The Investment Strategy Team at Aperio Group designs and manages customized investment portfolios for ultra-high-net-worth and institutional investors. Leveraging quantitative research, active tax management, and ESG/SRI strategies, the team aims to deliver pre-tax performance comparable to indexing while providing client-specific customizations and risk reduction. Team members collaborate on research, portfolio construction, performance analysis, and active ownership to meet sophisticated client needs.

Investment Strategy Team

The Client Operations Team at Aperio Group ensures seamless support for ultra-high-net-worth and institutional investors by managing client relationships, addressing client inquiries, processing transactions, and overseeing account management. The team collaborates closely with wealth managers to provide customized portfolio solutions, active tax management, and risk reduction strategies, ensuring that client-specific needs are met efficiently and effectively.

Client Operations Team

The Portfolio Management Team at Aperio Group (now part of BlackRock) is responsible for designing and managing customized investment portfolios for ultra-high-net-worth and institutional investors. The team focuses on achieving pre-tax performance that aligns with indexing while incorporating client-specific customizations like active tax management, ESG implementation, and risk reduction. This is achieved through a collaborative effort involving portfolio managers, associate portfolio managers, and specialists in research, trading, and performance analysis.

Portfolio Management Team

The Software Development Team at Aperio Group is responsible for creating, maintaining, and optimizing the software systems and applications that support the company's customized portfolio management and investment solutions. This includes database management, software engineering, quality assurance, system administration, Salesforce architecture, and DevOps. The team ensures seamless performance, security, and reliability of the technology platform, enabling efficient and effective investment management for ultra-high-net-worth and institutional investors.

Software Development Team

The Investment Operations Team at Aperio Group ensures the smooth execution of investment strategies by managing and optimizing operational processes. They handle trade processing, account reconciliation, client reporting, and performance measurement. Additionally, the team continuously seeks process improvements and efficiency enhancements to support the company's custom portfolio management and active tax strategies.


Investment Operations Team

The Business Development Team at Aperio Group focuses on expanding the company’s client base and enhancing relationships with existing clients. They identify and pursue new business opportunities, work closely with wealth managers and institutional investors, and promote Aperio’s customized investment solutions. The team's efforts are crucial for driving growth and ensuring the delivery of tailored, high-performance investment portfolios.

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People (12)

Jobs (0)

Other teams

Client Operations Team

Portfolio Management Team

Software Development Team

Investment Operations Team

Business Development Team

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People (12)

Jobs (0)

Other teams

Client Operations Team

Portfolio Management Team

Software Development Team

Investment Operations Team

Business Development Team

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