Tax-Aware Investment Management The Essential Guide

Name: Tax-Aware Investment Management The Essential Guide
Price: 6.51 USD
Availability: InStock
ISBN: 9781576601808

ISBN-10: 1576601803

ISBN-13: 9781576601808

Edition: 2006

Authors: Douglas S. Rogers

List price: $100.00

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Effective management of taxable accounts and portfolios rarely gets the attention it deserves from investment managers and advisers, often leaving investors with a larger-than-necessary tax bite. Tax-Aware Investment Management details new research, new analytic tools, and new thinking that can change that. This book punctures received wisdom and dispels misconceptions about how to account for tax effects; how to allocate assets; how and when to buy, sell, and rebalance; and how to communicate with clients and with other professionals involved in managing their assets. Douglas Rogers, widely considered the authority in this growing field, details the trading strategies and fund evaluation…

Book details

List price: $100.00
Copyright year: 2006
Publisher: John Wiley & Sons, Incorporated
Publication date: 1/1/2006
Binding: Hardcover
Pages: 320
Size: 6.50" wide x 9.60" long x 0.95" tall
Weight: 1.540
Language: English



Acknowledgments


Introduction



Evolution of Knowledge Pertaining to Tax-Aware Investment Management



The Evolution of Tax-Aware Investment Management



The Sources and Impact of Taxes on Investment Returns



Seminal Research



The Tax-Aware Practitioner



Creating the Triumvirate of Qualified Professionals



After-Tax Reporting and Measures of Tax Efficiency



Mutual Fund After-Tax Reporting



Separate Account After-Tax Reporting



Measures of Tax Efficiency



Tax-Aware Portfolio Management



Outperforming the Index Fund



Quantitative Tax-Aware Portfolio Management and Concentrated Stock



Practices of Elite Tax-Aware Equity Active Managers



Practices of Elite Tax-Aware Fixed Income Active Managers



The Hedge Fund Dilemma



Amending the Search Process for Tax-Aware Manager Selection



Challenging Traditional Asset Allocation Methods



Challenges with Traditional Investment Policy Development



Developing After-Tax Asset Class Assumptions



Why the Style Box Hurts Taxable Investors



Positioning Assets by the Tax Characteristics of the Entity



The Role of Systems Solutions in Tax-Aware Investing


Summary


Appendix


Continuing Education Exam


Index