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Tax-Aware Investment Management (Bloomberg Financial #4) (Hardcover)


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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

About the Author

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.
Product Details
ISBN: 9781576601808
ISBN-10: 1576601803
Publisher: Bloomberg Press
Publication Date: January 1st, 2006
Pages: 301
Language: English
Series: Bloomberg Financial