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.


70+ portfolio managers and investment advisors participated in our Portfolio Optimisation Survey 2021. We asked them whether they already optimise their client portfolios for after-tax returns and the impact they see on the overall portfolio performance.


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WHAT YOU WILL LEARN:

3 reasons portfolio managers measure tax impact on investment instrument level

How much tax improves overall portfolio performance


Who do companies rely on when measuring the implication of taxes


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