Tax Matters: A Call For After-Tax Benchmarks
- Topics:
- Commercial Lending
- Tags:
- Finance,
- Taxes,
- Performance Management,
- Performance,
- Investor,
- Investment,
- Human Resources,
- Financial Planning,
- Financial Accounting,
- Workforce Management
- Source:
- Journal of Indexes
FREE Registration is required
Vendor Registration: required
Overview: Generally, investors and the investment industry focus on pre-tax performance of investments when the after-tax performance is more important in satisfying investors’ liabilities (such as spending in retirement). Some investors do take the next step and focus on minimizing taxes; possibly an unfortunate consequence of the promotion of tax minimizing schemes. However, both groups miss the most important consideration namely the after-tax performance of investments. All investors should focus on after-tax performance when formulating investment strategy and subsequently managing investments. This applies not only to individuals, but also to investment managers, pension fund trustees and advisors, and other service providers. This article focuses on some issues surrounding after-tax performance measurement including relevance of after-tax performance, what is needed for us to move to an after-tax world? after-tax benchmarks and some investment considerations.
(Is this item miscategorized? Does it need more tags? Let us know.)
Format: HTML | Date: Jan 2003 | Pages: 8
