How can companies measure the impact of tax systematically and build tax-efficient portfolios? Join the upcoming live webinar with Ralf Huber, Co-founder of Apiax and Michael Taschner, Head of Sustainable Finance and Wealth Management at swissQuant to find out.
Do you already optimize your client portfolios for after-tax returns and what impact do you see on the overall portfolio performance? That’s what Apiax and swissQuant asked more than 70 portfolio managers and investment advisors in their «Portfolio Optimisation Survey 2021».
80 percent of survey participants say that choosing the most tax-efficient investments can contribute more than 25 basis points to portfolio performance. Join the upcoming webinar to learn how to measure the impact of tax systematically and build tax-efficient investment portfolios within a portfolio tool.
Ralf Huber, Co-founder of Apiax, and Michael Taschner, Head of Sustainable Finance and Wealth Management at swissQuant will go live on 10 November 2021 at 12.30 pm (CET). Don’t miss the live Q&A and the opportunity to be selected for a free portfolio tax check.
Ralf Huber, Co-founder, Apiax
Ranked amongst the 25 top minds reshaping the financial industry in Switzerland, Ralf is a Co-founder of Apiax - a technology company that is changing the way financial firms deal with regulations.
He has over 16 years of legal and compliance experience within the financial industry, and has always been passionate about standardization and leveraging technology to simplify the demands of modern legal and compliance work.
Michael Taschner, Head of Sustainable Finance and Wealth Management, swissQuant
Consolidating the intellectual and operational power of experts in Sustainable Finance, Quant Engineering, and IT at swissQuant Group, Michael Taschner is responsible for implementing leading-edge solutions for the Wealth Management, Asset Management, and Insurance Industries, with a special focus on aligning them with all sustainable finance-related topics and regulatory developments.
- Join the upcoming webinar to get exclusive insights into the «Portfolio Optimisation Survey 2021», learn how to measure the impact of tax systematically, and build tax-efficient investment portfolios within a portfolio tool.
