Qu'est-ce que Localisation d'actifs ?
Localisation d'actifs The portfolio-management process of determining which investment assets should be held in specific account types (e.g., taxable, tax-deferred, tax-exempt) to maximize after-tax returns, as documented in official financial planning and wealth-management practice standards (CFA Institute, IRS, CFP Board).
Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
How is “Localisation d'actifs” Used in Practice?
Des stratégies efficaces de localisation d'actifs allouent les investissements fiscalement inefficaces aux comptes fiscalement avantageux pour améliorer la performance nette.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Qu'est-ce que Localisation d'actifs ?
The portfolio-management process of determining which investment assets should be held in specific account types (e.g., taxable, tax-deferred, tax-exempt) to maximize after-tax returns, as documented in official financial planning and wealth-management practice standards (CFA Institute, IRS, CFP Board).
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