July 26, 2013
July 26, 2013
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JPMorgan, BofA Flag Trump Debanking Order In SEC Filings
The nation’s two largest banks have each flagged President Donald Trump’s August executive order targeting debanking as an issue to watch.
Beyond Cap-Weighted Indexes: Exploring The Implications Of Tax Management On Factor Portfolios
Applying a tax management framework to smart beta or factor portfolios provides beneficial after-tax outcomes. Among the factor portfolios tested, a tax management framework generally resulted in a less desirable pre-tax portfolio but is compensated for on an after-tax basis.