Bridge over ocean
28 April 2009 Multimedia

Risk Management and Tax-Aware Portfolio Strategies for Private Clients

  1. David M. Stein, PhD

David M. Stein discusses portfolio and tax management in the context of the current market environment. He describes: 

  • Limitations of diversification and risk management strategies
  • Tax efficient portfolio management and the importance of tax management
  • Standard and new tax management strategies   

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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