INFOGRAPHIC
INFOGRAPHIC

To what extent can tax contribute to higher investment returns?

Download this infographic to learn about the key findings of Apiax’s Portfolio Optimisation Survey 2021 – The implication of tax on investments.

portfolio optimization book cover
WHAT YOU WILL LEARN
WHAT YOU WILL LEARN

The impact of tax on investment returns according to portfolio managers

WHAT YOU WILL LEARN

70+ portfolio managers and investment advisers share their insights on optimisation of their client portfolios for after-tax returns and the impact  seen on the overall portfolio performance:

  • 3 reasons portfolio managers measure tax impact on investment instrument level
  • How much tax improves overall portfolio performance
  • Who companies rely on when measuring the implication of taxes
DOWNLOAD INFOGRAPHIC

2021 Portfolio Optimisation Survey

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