Private wealth management is the investment management specialization focused on high-
net-worth individuals and families. Portfolio design and investment solutions in private …

A detailed, multi-disciplinary approach to investment analytics Portfolio Construction and
Analytics provides an up-to-date understanding of the analytic investment process for …

We use the federal tax codes from 1926 through 2009 to construct the after-tax returns that
individual investors, corporations, and broker–dealers would have generated on a set of …

Advances in financial technology have led to the development of easy-to-use online
platforms known as robo-advisors or digital-advisors, offering automated investment and …

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 …

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 …

While there is a tax cost to recognizing the capital gain, doing so resets the holding period
and buys the option to recognize future capital losses. By thinking ahead and paying a long …

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 …

Over the past decade robo-advisors have gone from offerings from a handful of start-ups to
an established and fast growing segment of the wealth management industry. Robo …

Abstract Models developed in a pretax framework do not necessarily apply in an after-tax
framework, and this notion certainly applies to portfolio optimization. This article derives …