Institutional update

 

Vanguard urges super industry to be taxwise

The focus on pre-tax return numbers, by most of the investment community, could be costing members of some super funds millions of dollars a year - courtesy of inefficient tax management. more

Malkiel Indexing After-tax returns Index chart poster institutional team

 

Latest research

research The Attraction of Tax-Managed Index Funds

This article analyses the gross and net returns of the past 25 years to demonstrate how much investors typically have lost to taxes and to fees. The author, James Garland, president of the Jeffery Company, argues that the biggest costs to investors are taxes and that a tax-managed index fund is particularly effective at reducing taxes and thereby improving net returns.

 

More research articles can be found in our resources section.
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