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" Investment counseling for private clients : "
Jean L.P. Brunel [and others].
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BL
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| Record Number
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1019008
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| Doc. No
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b773378
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| Main Entry
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Investment Counseling for Taxable Investors(1998 :, Boston, Mass.)
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| Title & Author
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Investment counseling for private clients : : proceedings of the AIMR seminar "Investment Counseling for Taxable Investors", November 11-12, 1998, Boston, Massachusetts /\ Jean L.P. Brunel [and others].
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| Publication Statement
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Charlottesville, Va. :: Association for Investment Management and Research,, ©1999.
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| Series Statement
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AIMR conference proceedings,; 1999, no. 2
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| Page. NO
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vi, 106 pages :: illustrations ;; 28 cm.
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| ISBN
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093501537X
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: 9780935015379
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| Notes
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"August 1999"--Title page verso.
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| Contents
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Foreword / Katrina F. Sherrerd -- Biographies -- Overview: investment counseling for private clients / Terence E. Burns -- Working with taxable clients / Maureen Busby Oster -- The complexities of global clients / Philip Peñaloza -- The psychology of risk and taxes / Meir Statman -- After-tax asset allocation / Nancy L. Jacob -- Tax-aware portfolio construction / Jean L.P. Brunel -- Tax-efficient equity strategies / Christopher G. Luck -- Bond management for taxable investors / R.B. Davidson III -- Equity derivative strategies / Joanne M. Hill -- Estate and tax planning / William R. Levy --After-tax performance evaluation / James M. Poterba -- Self-evaluation examination.
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| Subject
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Investment analysis, Congresses.
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Portfolio management, Congresses.
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| Subject
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Investment analysis.
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| Subject
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Portfolio management.
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| Dewey Classification
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332.6
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| LC Classification
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HG4529.5.I6 1998
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| Added Entry
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Brunel, Jean L. P.
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| Added Entry
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Association for Investment Management and Research.
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| Parallel Title
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Continuing education
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