Investment Management for Taxable Private Investors
Publisher: Research Foundation of CFA Institute
Published: January 19, 2006
Format: Paperback
Number of pages: 143
ISBN-13: 9780943205748
First sentence: The client, a U.S. businessman, was astonished to see that his investment advisory firm had mistakenly rebalanced his family's stock portfolio in the same way as for portfolios of its tax-exempt pension fund accounts.