Perspectives from the literature of private wealth management
WW Jennings, SM Horan… - The Journal of …, 2011 - search.proquest.com
Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …
net-worth individuals and families. Portfolio design and investment solutions in private …
Tax management, loss harvesting, and HIFO accounting
AL Berkin, J Ye - Financial Analysts Journal, 2003 - Taylor & Francis
Virtually all companies and individuals are faced with the management of taxable assets. To
manage these assets efficiently, investors need to be aware of the impact of taxes on …
manage these assets efficiently, investors need to be aware of the impact of taxes on …
Women and wealth: Financial propinquity to business success
N Aggarwal, H Singh - Australasian Accounting, Business and …, 2019 - ro.uow.edu.au
Around the globe, women's income and wealth are increasing as never before. Prevailing
economic, demographic, and technological changes are growing women's financial strength …
economic, demographic, and technological changes are growing women's financial strength …
Tax-aware investment management practice
SM Horan, D Adler - The Journal of Wealth Management, 2009 - search.proquest.com
The authors examine the tax-aware investment practices of investment managers managing
taxable accounts. Their sample of mostly well-experienced CFA charter holders exhibits a …
taxable accounts. Their sample of mostly well-experienced CFA charter holders exhibits a …
Multi-Period After-Tax Reporting: A Practical Solution
N Sosner, RN Sullivan, L Urrutia - The Journal of Wealth …, 2018 - papers.ssrn.com
After-tax performance reporting is critical for taxable investors but is unfortunately often
overlooked due, in part, to its complexity and lack of offerings in the space. Instead, most …
overlooked due, in part, to its complexity and lack of offerings in the space. Instead, most …
How much does tax erode fund excess returns?
Z Chen, DR Gallagher, G Harman… - Accounting & …, 2020 - Wiley Online Library
We model the tax drag from active fund management based on reported monthly holdings of
active equity funds. Tax drag erodes 65 percent of the 0.74 percent excess return in Broad …
active equity funds. Tax drag erodes 65 percent of the 0.74 percent excess return in Broad …
How much does tax erode fund alpha?
Z Chen, DR Gallagher, G Harman, GJ Warren - 2016 - apo.org.au
We model the tax drag from active funds management by simulating portfolios based on
reported monthly holdings of 207 active Australian equity funds between July 2000 and …
reported monthly holdings of 207 active Australian equity funds between July 2000 and …
MANAGEMENT FOR TAXABLE PRIVATE INVESTORS
J Wilcox, CFAJE Horvitz - Private Wealth: Wealth Management In …, 2008 - books.google.com
The amount of published research in finance is large, but the amount of work devoted to
issues that are important to private investors is a small percentage of the total, and the …
issues that are important to private investors is a small percentage of the total, and the …
After the Ball
GM Frankfurter - The Journal of Investing, 2005 - pm-research.com
Academics have argued for decades about whether markets are efficient. This has been a
great waste of intellectual resources with no discernible reason other than to funnel research …
great waste of intellectual resources with no discernible reason other than to funnel research …