Apa itu Lokasi Aset?
Lokasi Aset 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 “Lokasi Aset” Used in Practice?
Strategi lokasi aset yang efektif mengalokasikan investasi tidak efisien pajak ke akun berkeuntungan pajak untuk meningkatkan hasil setelah pajak.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Apa itu Lokasi Aset?
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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