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Benchmarking After-Tax Performance

Taxable investors are right to be concerned with measuring performance on an after-tax basis. However, to put after-tax performance in perspective requires a benchmark, just as pre-tax performance measurement does. Yet, unlike pre-tax performance, after-tax performance is unique to each investor’s tax situation and asset flow patterns. Accordingly, a good after-tax benchmark must be customized for each client in order to accurately measure the value of the manager’s active tax management decisions. 

This brief is intended to help investors understand Parametric’s approach to constructing customized after-tax benchmarks.

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Jennifer Sireklove
Jennifer Sireklove, CFA

Director of Responsible Investing

 

Jennifer Sireklove
Jennifer Sireklove, CFA
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