Investment Counseling for Private Clients

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Investment Counseling for Private...

Investment Counseling for Private Clients

Maureen Busby Oster, Philip Penaloza, Meir Statman, Nancy L. Jacob, Jean L.P. Brunel, Christopher G. Luck, R.B. Davidson III, Joanne M. Hill, William R. Levy, James M. Poterba

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Taxable accounts present some of the greatest challenges for managers. In developing portfolio policy and strategy, managers must take into account tax, legal, and (sometimes unique) client considerations, must integrate tax and estate planning with investment strategy, and often, must work with third parties to accomplish client goals. The authors in this proceedings tackles the complex issues that are specific to managing taxable portfolios with expertise and thoroughness. Proceedings of the November 1998 AIMR seminar "Investment Counseling for Taxable Investor."

年:

1999

出版商:

AIMR (CFA Institute)

語言:

english

頁數:

102

ISBN 10:

093501537X

文件:

PDF, 10.02 MB