O que e Localização de ativos?
Localização de ativos 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 “Localização de ativos” Used in Practice?
Estratégias eficazes de localização de ativos alocam investimentos fiscalmente ineficientes em contas com benefícios fiscais para melhorar o desempenho líquido.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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O que e Localização de ativos?
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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