After-Tax Consulting

Are you calculating your after-tax returns properly?

Measuring performance before taxes is pretty straight forward, but when you are measuring after-tax performance there are many factors that come into play.

  • Taxes are usually the largest cost of investing
  • Pre-tax, we typically consider three types of investor fees/expenses: trading costs, management fees, administrative fees
  • Taxes are a fourth category – arguably the most important!
  • After-tax returns more accurately reflect the investor’s true realized return
  • Consistent with client reporting recommendations
  • Goals-based investing
  • Increasing investor awareness and demand
  • Tax customization is part of value proposition of many separate accounts
  • For broadly distributed pooled funds in the USA – it’s the law!

Contact Us

TSG Consulting

Tell us about your consulting needs.

Please answer the questions below, and we will provide you with a detailed response to your consulting query.   Or, if you need immediate assistance, please call 732-873-5700.


    Free Subscription!

    The Journal of Performance Measurement

    The Performance Measurement Resource.

    Click to Subscribe