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Seeking Tax Alpha

Posted by on Feb 26, 2009 in Portfolio Management

The term “tax alpha,” which was coined by Rob Arnott of investment manager Research Affiliates, represents the improvement in net returns gained from effective tax management. (from Seeking Tax Alpha By David E. Adler at AdvisorMax.com) During my research and discussions with industry professionals, I’ve discovered (not surprisingly) that there are many definitions of tax […]

Is Tax Alpha a Myth or is it Real?

Posted by on Feb 9, 2009 in Portfolio Management

This blog is dedicated to a tax management as it relates to fee-based managed accounts.  I plan on researching and discussing many of the issues surrounding tax management.  I’ll look into tax management claims made by investment advisors, overlay managers and software companies.  Different methodologies of tax management are also on my radar as well […]