Benchmarking after tax-performance whitepaper banner
April 1, 2020

Benchmarking After-Tax Performance

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.


Download this Paper
Jennifer Sireklove
Jennifer Sireklove, CFA

Managing Director – Investment Strategy 

Jennifer Sireklove
Jennifer Sireklove, CFA
{F33BD959-1499-4857-91FB-3B0EF4ADCB43}

Loading...