Perspectives from the literature of private wealth management
WW Jennings, SM Horan… - The Journal of …, 2011 - search.proquest.com
Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …
net-worth individuals and families. Portfolio design and investment solutions in private …
Tax management, loss harvesting, and HIFO accounting
AL Berkin, J Ye - Financial Analysts Journal, 2003 - Taylor & Francis
Virtually all companies and individuals are faced with the management of taxable assets. To
manage these assets efficiently, investors need to be aware of the impact of taxes on …
manage these assets efficiently, investors need to be aware of the impact of taxes on …
[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 …
Tax-aware investment management practice
SM Horan, D Adler - The Journal of Wealth Management, 2009 - search.proquest.com
The authors examine the tax-aware investment practices of investment managers managing
taxable accounts. Their sample of mostly well-experienced CFA charter holders exhibits a …
taxable accounts. Their sample of mostly well-experienced CFA charter holders exhibits a …
After-tax performance measurement
SM Horan, PN Lawton… - The Journal of Wealth …, 2008 - search.proquest.com
Measuring portfolio performance on an after-tax basis is a challenging matter. Whether one
uses simple or complex models, one implicitly or explicitly makes certain assumptions about …
uses simple or complex models, one implicitly or explicitly makes certain assumptions about …
Reporting after-tax returns: A pragmatic approach
DM Stein, B Langstraat… - The Journal of Wealth …, 1999 - pm-research.com
The authors consider the issue of after-tax performance measurement. Their focus is on the
pragmatic issues associated with calculating and reporting after-tax performance. They …
pragmatic issues associated with calculating and reporting after-tax performance. They …
[HTML][HTML] Corporate Governance and Its Impact on Equity Performance
C de Franco, J Nicolle, LA Tran… - The Journal of Impact …, 2023 - jesg.pm-research.com
Corporate governance is a complex and multifaceted subject. Furthermore, governance data
are hard to collect and measure on a large scale. The classic approach to examine …
are hard to collect and measure on a large scale. The classic approach to examine …
Multi-Period After-Tax Reporting: A Practical Solution
N Sosner, RN Sullivan, L Urrutia - The Journal of Wealth …, 2018 - papers.ssrn.com
After-tax performance reporting is critical for taxable investors but is unfortunately often
overlooked due, in part, to its complexity and lack of offerings in the space. Instead, most …
overlooked due, in part, to its complexity and lack of offerings in the space. Instead, most …
MANAGEMENT FOR TAXABLE PRIVATE INVESTORS
J Wilcox, CFAJE Horvitz - Private Wealth: Wealth Management In …, 2008 - books.google.com
The amount of published research in finance is large, but the amount of work devoted to
issues that are important to private investors is a small percentage of the total, and the …
issues that are important to private investors is a small percentage of the total, and the …
After the Ball
GM Frankfurter - The Journal of Investing, 2005 - pm-research.com
Academics have argued for decades about whether markets are efficient. This has been a
great waste of intellectual resources with no discernible reason other than to funnel research …
great waste of intellectual resources with no discernible reason other than to funnel research …