A Historical Perspective on Multifaceted Tax Management

By Savina Rizova, PhD, Co-Chief Investment Officer and Global Head of Research   |   Mark Krasniewski, CFA, Head of Portfolio Analytics

A Historical Perspective on Multifaceted Tax Management
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Feb 11, 2025

Topic

SMAs Tax

A Historical Perspective on Multifaceted Tax Management

A Dimensional study shows that multifaceted tax management can help investors minimize tax costs and capture the premiums.

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