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    3. Importance of Tax-efficient Investing

    Importance of Tax-efficient Investing

    Submitted by Logia Portfolio Management on November 10th, 2015
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    Tax alpha is the additional return that can be generated managing a taxable portfolio in a tax-efficient manner – actively harvesting losses and deferring gains on individual securities.

    As the chart illustrates, tax alpha can significantly improve investment outcomes for clients when a portfolio is managed tax efficiently.

     

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