About Aperio Group

Aperio Group, subadviser to Pax ESG Beta Quality Fund, designs and manages customized portfolios that deliver pre-tax performance of indexing with client-specific customizations including active tax management and active risk reduction. Their three primary strategies for domestic, foreign and/or global equity portfolios are Active Tax Indexing, Socially Responsive Indexing and Factor Tilts. Aperio, located in Sausalito, CA, was founded in 1999 and manages separately managed accounts primarily for ultra-HNW and institutional investors.

ALPS Distributors, Inc. is not affiliated with Aperio Group, LLC.