Stephen M. Horan (editor)
CFA Institute Investment Perspectives Series
Hoboken, New Jersey: Wiley, 2009
564pp, ISBN: 978-0-470-38113-7
This new collection presents the latest guidance and research on private wealth management issues, such as tax matters, lifecycle modeling, investment management for taxable private investors and the use of tax-deferred investment accounts, and after-tax performance measurement. It also presents a framework for various tax environments, and explores tax-efficient asset allocation and portfolio management techniques.