pricewaterhousecoopers

CMSF

Tax-managed equity index investing

Active tax management can be used to enhance after-tax returns of indexed Australian and international equity portfolios for superannuation funds. The systematic and prudent implementation of tactics such as capital-gains/loss management and holding-period management can add real after-tax value. Simulations and back tests carried out by Parametric consistently demonstrate added value in the range of […]
Investment Strategy

Investment big guns talk about trust

Roger Urwin, global head of investment content at Towers Watson, and Mark Lazberger, chief executive of Colonial First State Global Asset Management, will be addressing the issues surrounding trust, from both an investment and a member perspective, at the Fund Executives Association Ltd (FEAL) forum this month.