Tax-Adjusted Portfolio Optimization and Asset Location: Extensions and Synthesis

Stephen M. Horan and Ashraf Al Zaman
The Journal of Wealth Management Winter 2008, 11 (3) 56-73; DOI: https://doi.org/10.3905/jwm.2008.11.3.056

Article Information

vol. 11 no. 3 56-73
DOI 
https://doi.org/10.3905/jwm.2008.11.3.056
Published By 
Pageant Media Ltd
Print ISSN 
1534-7524
Online ISSN 
2374-1368
History 
  • Published online October 31, 2008.
Copyright & Usage 
© 2008 Pageant Media Ltd

Author Information

  1. Stephen M. Horan
    1. is head of private wealth at CFA Institute in Charlottesville, VA. (stephen.horan{at}cfainstitute.org)
  2. Ashraf Al Zaman
    1. is an assistant professor of finance at the Sobey School of Business, Saint Mary’s University in Halifax, Canada. (ashraf.zaman{at}smu.ca)
  1. To order reprints of this article, please contact Dewey Palmieri at dpalmieri{at}iijournals.com or 212-224-3675..
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Tax-Adjusted Portfolio Optimization and Asset Location: Extensions and Synthesis
Stephen M. Horan, Ashraf Al Zaman
The Journal of Wealth Management Oct 2008, 11 (3) 56-73; DOI: 10.3905/jwm.2008.11.3.056
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