Tax-aware equity investing: Active management of taxable portfolios is challenging but not impossible

Journal of Portfolio Management

Volumn 22, Issue 2, 1996, Pages 18-28

  Apelfeld, Roberto ^a   Fowler Jr , Gordon B ^a   Gordon Jr , James P ^a  

^a JP Morgan Chase & Co   (United States)

Author keywords

[No Author keywords available]

Indexed keywords

EID: 0030526954     PISSN: 00954918     EISSN: None     Source Type: Journal    
DOI: 10.3905/jpm.1996.18     Document Type: Article

References (2)

1. Arnott, Robert D., and Robert H. Jeffrey. "Is Your Alpha Big Enough to Cover its Taxes?" Journal of Portfolio Management, Spring 1993, pp. 15-25.
2. Dickson, Joel M., and John B. Shoven. "Ranking Mutual Funds on an After-Tax Basis." Working paper No. 4393, National Bureau of Economic Research, 1993.