<p>In episode #052, Scott Stewart, CFA, discusses main elements of portfolio shortfall and transaction costs and the impact of rising tax rates.</p>

In episode #052, Scott Stewart, CFA, discusses main elements of portfolio shortfall and transaction costs and the impact of rising tax rates.

Portfolio Management through Time: Transaction Costs, Rebalancing, and Taxes

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry.  As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

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Portfolio Management through Time: Transaction Costs, Rebalancing, and Taxes

Portfolio Management through Time: Transaction Costs, Rebalancing, and Taxes

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