Business & Economics Books:

Tax-Aware Investment Management

The Essential Guide
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Hardback
$174.00
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Description

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

Author Biography:

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.
Release date NZ
January 1st, 2006
Audience
  • General (US: Trade)
Pages
320
Dimensions
165x244x24
ISBN-13
9781576601808
Product ID
5553104

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