Tax–Aware Investment Management – The Essential Guide
Seiten
2015
John Wiley & Sons Inc (Hersteller)
978-0-470-88376-1 (ISBN)
John Wiley & Sons Inc (Hersteller)
978-0-470-88376-1 (ISBN)
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Investment returns are uncertain, especially in today's economic environment. But taxes are a sure thing. That's one reason why tax-aware investment management is essential for building and maintaining wealth.
In this comprehensive, groundbreaking book, Douglas S. Rogers, CFA, explains why many accepted investment strategies and techniques developed for tax-exempt institutional investors don't work for individuals who are subject to taxes. They will end up with substantially lower after-tax returns simply because their portfolios are not structured or managed with tax obligations in mind.
This book shows:
How to measure and compare the tax-efficiency of mutual funds, hedge funds, and individual investment managers
How the widely used style-box matrix can prove detrimental to after-tax investment returns
How to minimize taxes on stock-and-bond portfolios and employ sophisticated strategies for offsetting gains against losses
How to decide which asset categories should be placed in tax-deferred accounts such as IRAs and which should be placed in regular taxable accounts
How to incorporate tax-aware techniques and insights into all facets of investment planning, portfolio management, and estate planning
In this comprehensive, groundbreaking book, Douglas S. Rogers, CFA, explains why many accepted investment strategies and techniques developed for tax-exempt institutional investors don't work for individuals who are subject to taxes. They will end up with substantially lower after-tax returns simply because their portfolios are not structured or managed with tax obligations in mind.
This book shows:
How to measure and compare the tax-efficiency of mutual funds, hedge funds, and individual investment managers
How the widely used style-box matrix can prove detrimental to after-tax investment returns
How to minimize taxes on stock-and-bond portfolios and employ sophisticated strategies for offsetting gains against losses
How to decide which asset categories should be placed in tax-deferred accounts such as IRAs and which should be placed in regular taxable accounts
How to incorporate tax-aware techniques and insights into all facets of investment planning, portfolio management, and estate planning
Douglas S. Rogers, CFA, is a nationally known authority on tax-aware investment management. He is a managing director and senior consultant at CTC Consulting Inc., a subsidiary of U.S. Trust Corporation, where he serves ultra-high-net-worth families. Rogers is currently chair of the CFA Institute (formerly AIMR) Subcommittee for After-Tax Return Reporting. He is a former chief investment officer and director of manager research for nationally known investment advisory firms and holds an MBA in finance from Southern Methodist University. A chartered financial analyst (CFA), Rogers is a frequent speaker on tax-aware investment management and after-tax reporting standards at industry conferences.
| Erscheint lt. Verlag | 24.10.2015 |
|---|---|
| Verlagsort | New York |
| Sprache | englisch |
| Maße | 150 x 250 mm |
| Gewicht | 666 g |
| Themenwelt | Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung |
| ISBN-10 | 0-470-88376-6 / 0470883766 |
| ISBN-13 | 978-0-470-88376-1 / 9780470883761 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
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