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The Journal of Wealth Management

The Journal of Wealth Management

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Primary Article

Equity Portfolio Structure and Design in the Presence of Taxes

David M. Stein
The Journal of Wealth Management Fall 2001, 4 (2) 37-42; DOI: https://doi.org/10.3905/jwm.2001.320410
David M. Stein
Managing director and chief investment officer of Parametric Portfolio Associates in Seattle, WA
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Article Information

vol. 4 no. 2 37-42
DOI 
https://doi.org/10.3905/jwm.2001.320410

Published By 
Pageant Media Ltd
Print ISSN 
1534-7524
Online ISSN 
2374-1368
History 
  • Published online July 31, 2001.

Copyright & Usage 
© 2001 Pageant Media Ltd

Author Information

  1. David M. Stein
    1. Managing director and chief investment officer of Parametric Portfolio Associates in Seattle, WA
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The Journal of Wealth Management
Vol. 4, Issue 2
Fall 2001
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Equity Portfolio Structure and Design in the Presence of Taxes
David M. Stein
The Journal of Wealth Management Jul 2001, 4 (2) 37-42; DOI: 10.3905/jwm.2001.320410

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Equity Portfolio Structure and Design in the Presence of Taxes
David M. Stein
The Journal of Wealth Management Jul 2001, 4 (2) 37-42; DOI: 10.3905/jwm.2001.320410
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Cited By...

  • The Tax Benefits of Relaxing the Long-Only Constraint: Do They Come from Character or Deferral?
  • Core Versus Satellite: How Much Should a Taxable Investor Allocate to the Core Equity Portfolio?
  • The Role of ETFs in Active Tax Management
  • Is Your Tax-Managed Fund Manager Hiding in the Closet?
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More in this TOC Section

  • Asset Liability Management in Financial Planning
  • Measuring the Cost of Risk Reduction in Tax-Deferred Investing
  • Investment Implications of the Estate Tax
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