Most recent articles by Walid Bandar
Frequently Tax Optimize or Drift Away and Lose Tax Alpha
When clients invest in tax-managed investment strategies, their goal is to track the model portfolio, while harvesting as many losses as possible.
Want to Optimize Risk and Return? Be Tax-Aware!
We will explore the tax functionality of the Axioma Optimizer through the use of a fictional case study of a company that is managing investments.