Wednesday, August 11, 2004
Tax managed investing
Articles on tax-efficient investment, indexing, and survivorship bias at Aperio Group , a firm that specializes in tax-efficient portfolio management and similar hard-to-find services. Another firm to consider, a supposedly bigger one: Parametric Portfolio Associates. The key questions I have about firms like these are:
1) What is the fee structure?
2) What is the advantage of going with them as opposed to doing the same thing yourself?
3) What are the risks involved?
Paper on tax managed investing
