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Benchmarking After-Tax Performance

April 1, 2019
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 pretax performance measurement does. Yet unlike pretax performance, after-tax performance is unique to each investor’s tax situation and asset flow patterns. A manager must therefore customize a good after-tax benchmark for each client to accurately measure the value of their 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, CFA

Managing Director, Investment Strategy

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