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Tax-Aware Investment Management: The Essential Guide

ISBN: 978-1-57660-180-8
Hardcover
318 pages
January 2006
List Price: US $100.00
Government Price: US $51.00
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Acknowledgments.

Introduction.

Part One: Evolution of Knowledge Pertaining to Tax-Aware Investment Management.

1 The Evolution of Tax-Aware Investment Management.

2 The Sources and Impact of Taxes on Investment Returns.

3 Seminal Research.

4 The Tax-Aware Practitioner.

5 Creating the Triumvirate of Qualified Professionals.

Part Two: After-Tax Reporting and Measures of Tax Efficiency.

6 Mutual Fund After-Tax Reporting.

7 Separate Account After-Tax Reporting.

8 Measures of Tax Efficiency.

Part Three: Tax-Aware Portfolio Management.

9 Outperforming the Index Fund.

10 Quantitative Tax-Aware Portfolio Management and Concentrated Stock.

11 Practices of Elite Tax-Aware Equity Active Managers.

12 Practices of Elite Tax-Aware Fixed Income Active Managers.

13 The Hedge Fund Dilemma.

14 Amending the Search Process for Tax-Aware Manager Selection.

Part Four: Challenging Traditional Asset Allocation Methods.

15 Challenges with Traditional Investment Policy Development.

16 Developing After-Tax Asset Class Assumptions.

17 Why the Style Box Hurts Taxable Investors.

18 Positioning Assets by the Tax Characteristics of the Entity.

19 The Role of Systems Solutions in Tax-Aware Investing.

Summary.

Appendix.

Continuing Education Exam.

Index.

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