Aperio Group LLC is an investment firm that manages a series of indexing strategies designed to track U.S., international and global equity indices. Aperio utilizes multi-factor risk models and portfolio construction tools to optimize screened portfolios to traditional market indices. Aperio also designs portfolios that consider specific environmental, social and governance (ESG) issues, with standardized “off the shelf” ESG strategies and full customization according to specific ESG mandates.

Aperio’s Global Environmental Impact strategy goes beyond traditional SRI screening by providing proactive and transparent investment in companies that generate revenue from environmental products and services in the areas of alternative energy, green building, sustainable water, clean technology, and pollution prevention. Aperio has developed a partnership with the As You Sow Foundation that enables it to use client’s shares to engage companies on social and environmental issues. As You Sow is a nonprofit that specializes in corporate advocacy in the areas of waste, human rights, energy and environmental health.

Aperio Global Environmental Impact »
Investing in environmental innovations

Meyer Family Portfolio: Aperio Global Environmental Impact

Socially Responsive Indexing