Tax Aware Investment Management The Essential Guide
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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, 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.
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All the information you need in one place! Each Study Brief is a summary of one specific subject; facts, figures, and explanations to help you learn faster.
List price: $100.00
Copyright year: 2006
Publisher: John Wiley & Sons, Incorporated
Publication date: 1/1/2006
Size: 6.25" wide x 9.25" long x 1.00" tall
|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|
|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|
|Continuing Education Exam|