US Large Cap | Fact Sheet |
US Large & Mid Cap | Fact Sheet |
Total US Market | Fact Sheet |
Foreign Developed ex Canada | Fact Sheet |
Developed World | Fact Sheet |
Global | Fact Sheet |
*Strategy offerings are subject to change
High Dividend Yield | Fact Sheet |
High Dividend Yield – Global | Fact Sheet |
Domestic Low-Beta Quality | Fact Sheet |
Domestic Quality Light | Fact Sheet |
Foreign Developed ex Canada Quality Light | Fact Sheet |
Value-Tilted Global | Fact Sheet |
Global Value Momentum | Fact Sheet |
*Strategy offerings are subject to change
US Large Cap Aperio SRI | Fact Sheet |
Total US Market Aperio SRI | Fact Sheet |
Foreign Developed ex Canada Aperio SRI | Fact Sheet |
Global Aperio SRI | Fact Sheet |
*Strategy offerings are subject to change
Direct indexing is a form of passive investing that allows investors the opportunity to directly own individual securities that seek to track returns of a benchmark. Unlike ETFs or mutual funds, owning individual securities gives investors the ability to have more flexibility, creating opportunities for tax loss harvesting and personalization.
Capital gains should not stop your clients from reaching their investment goals. With Aperio Direct Indexing, tax management strategies such as tax-loss harvesting, help create losses that may be used to offset capital gains outside of your portfolio, allowing clients to potentially reach their goals faster.
*To fully benefit from tax-loss harvesting, the investor will need to have other gains on their Schedule D (Form 1040) that can be offset by the harvested losses.
*Numbers as of June 30, 2023. Source: aperiogroup.com
BlackRock’s Tax Evaluator tool can assist in identifying tax-loss harvesting opportunities, funds that historically distribute capital gains, and tax-efficient strategies you can use instead.
Whether new to SMAs or looking for help with a complicated situation, the BlackRock team is here to help you get started. Reach out to us today.
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