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The New Recruit to Your Alpha Team

We live in challenging investment times.  Our latest Australian research explores tax as a lever to generate investment ‘alpha’ for large taxable superannuation fund portfolios.  We restate investment performance principles in after-tax terms and identify ‘tax alpha’ as a way to improve returns to members.  We discuss different tax alpha management techniques and test how tax alpha performs in different market and fund-specific conditions.

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Raewyn Williams
Raewyn Williams

Managing Director

Research

+61 434 372 210
Raewyn Williams
Raewyn Williams
Hemembara Valdamudi
Hemambara Vadlamudi
Director of Research – Algorithm Development
Hemembara Valdamudi
Hemambara Vadlamudi
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