LOS 12.i: Discuss tax considerations in the choice of hedging strategy.
Two tax-optimization equity strategies combine tax planning with investment strategy.
1. Index tracking with active tax management
2. A completeness portfolio
Q: Above seems like a diversifiacion focus instead of tax?
Two tax-optimization equity strategies combine tax planning with investment strategy.
1. Index tracking with active tax management
2. A completeness portfolio
Q: Above seems like a diversifiacion focus instead of tax?