[BOOK][B] Financial Advice and Investment Decisions: A Manifesto for Change
JW Wilcox, FJ Fabozzi - 2013 - books.google.com
A practical guide to adapting financial advice and investing to a post crisis world There's no
room for" business as usual" in today's investment management environment. Following the …
room for" business as usual" in today's investment management environment. Following the …
[BOOK][B] Portfolio management with drawdown-based measures
M Molyboga, C L'Ahelec - 2017 - cmegroup.com
This paper analyzes the portfolio management implications of using drawdown-based
measures in allocation decisions. We introduce modified conditional expected drawdown …
measures in allocation decisions. We introduce modified conditional expected drawdown …
The role of ETFs in active tax management
P Bouchey, JLP Brunel, T Li - The Journal of Wealth …, 2016 - search.proquest.com
The authors investigate how exchange-traded funds (ETFs), which are well known for tax
efficiency, can be used to create broader portfolio tax efficiency. They show that it is …
efficiency, can be used to create broader portfolio tax efficiency. They show that it is …
Will Hedge Fund Investors Start Asking for Tax Alpha? Can Hedge Fund Managers Deliver It?
R Kim, EH Dougherty, M Klein - The Journal of Wealth …, 2011 - pm-research.com
Tax efficiency, a common topic in the mutual fund world, has never been a big priority for
hedge funds. Although US taxable investors would benefit if hedge fund managers were …
hedge funds. Although US taxable investors would benefit if hedge fund managers were …
Enhancing stock returns using hedged dividend capture
TL Zivney, JH Ledbetter, JP Hoban Jr - Managerial Finance, 2006 - emerald.com
Purpose–This paper aims to explore the potential use of a dividend capture strategy by
individual investors. This strategy arises from the 2003 tax law changes which lowered tax …
individual investors. This strategy arises from the 2003 tax law changes which lowered tax …