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Tax Aware Investment Management The Essential Guide

ISBN-10: 1576601803
ISBN-13: 9781576601808
Edition: 2006
List price: $100.00 Buy it from $3.94
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Description: 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,  More...

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Book details

List price: $100.00
Copyright year: 2006
Publisher: John Wiley & Sons, Incorporated
Publication date: 1/1/2006
Binding: Hardcover
Pages: 301
Size: 6.25" wide x 9.25" long x 1.00" tall
Weight: 1.540
Language: English

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 criteria essential to the task and presents critical considerations for investment managers. He also covers the expanding area of separate accounts.

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

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