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INFOGRAPHIC

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.

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WHAT YOU WILL LEARN

WHAT YOU WILL LEARN

The impact of tax on investment returns according to portfolio managers

WHAT YOU WILL LEARN

70+ portfolio managers and investment advisers share their insights on optimisation of their client portfolios for after-tax returns and the impact  seen on the overall portfolio performance:

• 3 reasons portfolio managers measure tax impact on investment instrument level

• How much tax improves overall portfolio performance

• Who companies rely on when measuring the implication of taxes

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2021 Portfolio Optimisation Survey