ON-DEMAND WEBINAR
ON-DEMAND WEBINAR
How to optimise client portfolios for after-tax returns
Watch our webinar to learn about the impact of tax on investments and how to build tax-efficient investment portfolios.
WHAT WE COVER
WHAT WE COVER
Get exclusive insights into the Apiax-swissQuant Portfolio Optimisation Survey
80% of survey participants say that choosing the most tax-efficient investments can contribute more than 25 basis points to portfolio performance. But how can companies measure the impact of tax systematically and build tax-efficient portfolios?
WHAT WE COVER
Watch this webinar with Ralf Huber, Co-founder of Apiax, and Michael Taschner, Head of Sustainable Finance and Wealth Management at swissQuant to find out:
- How to measure the impact of tax on investments systematically
- How to build tax-efficient investment portfolios
- Live demo of a portfolio optimisation for after-tax returns within a portfolio management tool
Hosted by
Ralf Huber, Co-founder, Apiax
Ranked amongst the 25 top minds reshaping the financial industry in Switzerland, Ralf is a Co-founder of Apiax - a technology company that is changing the way financial firms deal with regulations. Ralf has over 16 years of legal and compliance experience within the financial industry and has always been passionate about standardization and leveraging technology to simplify the demands of modern legal and compliance work.
WATCH WEBINAR
2021 Portfolio Optimisation Survey
