Ray Carroll, Chief Investment Officer – Breton Hill, Managing Director, Neuberger Berman | Ray explains what tax managed investing is, why it is of interest to family offices and how it applies to active and passive equities strategies. He discusses what’s supporting the growth in tax managed active extension strategies in equities and shares the main investment trends he is observing among global family offices.Listen to the full interview which covers:
- What are the biggest investment trends that you are seeing among family offices globally?
- What is tax managed investing and why is it of interest to family offices?
- Does tax managed investing apply to active equity strategies, or just passive index investments?
- What’s behind the growth in tax managed active extension strategies in equities investing, such as 130/30?
- What do Australian family offices need to know about tax managed equities investing?
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