Che cos'e Collocazione degli asset?
Collocazione degli asset 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 “Collocazione degli asset” Used in Practice?
Strategie efficaci di collocazione degli asset destinano gli investimenti fiscalmente inefficienti ai conti fiscalmente agevolati per migliorare la performance netta.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Che cos'e Collocazione degli asset?
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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