Is Smart Beta Still Smart after Taxes?

Hemambara Vadlamudi; Paul Bouchey

doi:10.3905/jpm.2014.40.4.123

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Is Smart Beta Still Smart after Taxes?

Hemambara Vadlamudi and Paul Bouchey

The Journal of Portfolio Management Summer 2014, 40 (4) 123-134; DOI: https://doi.org/10.3905/jpm.2014.40.4.123

Hemambara Vadlamudi

is the director of research and algorithm development at Parametric Portfolio Associates in Seattle, WA.

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For correspondence: hvadlamudi@paraport.com

Paul Bouchey

is the managing director of research at Parametric Portfolio Associates in Seattle, WA.

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For correspondence: pbouchey@paraport.com

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The Journal of Portfolio Management

Vol. 40, Issue 4

Summer 2014

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