Personalized multiple account portfolio optimization
Year of publication: |
2023
|
---|---|
Authors: | Idzorek, Thomas M. |
Published in: |
Financial analysts journal : FAJ. - [Abingdon] : Routledge, Taylor and Francis Group, ISSN 1938-3312, ZDB-ID 2066328-6. - Vol. 79.2023, 3, p. 155-170
|
Subject: | alpha-tracking error optimization | asset location | fund-of-funds optimizer | manager structure optimization | rebalancing | tax efficiency | tax loss harvesting | transition management | Portfolio-Management | Portfolio selection | Theorie | Theory | Optimale Besteuerung | Optimal taxation | Steuervergünstigung | Tax incentive |
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