Vị trí tài sản la gi?
Vị trí tài sản 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
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Chiến lược vị trí tài sản hiệu quả sẽ phân bổ khoản đầu tư kém hiệu quả về thuế vào các tài khoản ưu đãi thuế để cải thiện hiệu suất sau thuế.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Vị trí tài sản la gi?
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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