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.
Building a Better Equity Risk Model
As there is virtually no limit to the number of strategies available to investors these days, crafting a universally accepted, fully scalable equity risk model is no small feat.
How A Flexible Optimizer Can Lower Taxes
A flexible optimizer with tax-aware capabilities can enhance management decision-making processes by automatically generating a range of options that satisfy all the portfolio manager’s tax-related requirements.
Going Beyond Markowitz – One-Size-Fits-All is Not An Option for Fixed Income Portfolio Optimization
Fixed income optimization is an intricate task that can be demanding, especially without the right tools.