Bridge over ocean
18 May 2010 Multimedia

Portfolio Management through Time

Transaction Costs, Rebalancing, and Taxes

  1. Scott D. Stewart, CFA

Scott Stewart, CFA, discusses the main elements of portfolio shortfall and transaction costs, the interaction between security correlation and portfolio rebalancing, and the impact of rising tax rates. See also an excerpt from Chapter 12 of the book, Running Money: Professional Portfolio Management.

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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