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
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.