By Zvi Bodie, Jean L.P. Brunel, Edward H. Dougherty, Christopher G. Luck, Christine L. Todd, Marty Carter, Scott D. Welch, Thomas D. Giachetti, James H. Gilkeson
Lawsuits of the March 2003 AIMR seminar "Private Wealth administration: New advancements in making an investment and Advising"
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Additional resources for Investment Counseling for Private Clients V
Investors need to focus on these provisions in the partnership agreement, particularly if they are not likely to be in the partnership for the long term. Conclusion The tax implications of a particular investment vehicle—in this case, mutual funds, hedge funds, and PFICs—differ for individual, corporate, and taxexempt investors. S. S. tax law. org • 31 Investment Counseling for Private Clients V Question and Answer Session Edward H. Dougherty Question: What would a capital loss carryback mean for a corporate investor?
Panel A of Figure 3 shows that, as of 31 January 2003, the yield of 10-year AAA rated munis was 96 percent of the 10-year Treasury yield. org • 41 Investment Counseling for Private Clients V Figure 2. Volatility for the S&P 500, 30-Year Municipal Bonds, and 30-Year Treasury Bonds, 1999–2003 (12-week moving average) Moving-Average Volatility (%) 50 40 30 20 10 0 99 00 01 30-Year Treasury 02 03 30-Year Municipal S&P 500 Note: Data through 7 February 2003. Source: Based on data from Bloomberg and Thomson Financial.
Stock market investors who see Treasuries as a flight-to-quality vehicle may want to consider munis instead. Of course, munis have lower volatility in part because they are not as liquid as Treasuries. An investor who believes that interest rates might rise should consider buying munis rather than Treasuries because munis lag Treasuries not only in a rally but also in a sell-off. So, munis are a more defensive high-quality, fixedincome vehicle than Treasuries. The after-tax yield advantage of munis versus taxable bonds is quite attractive in today’s environment, as shown in Table 2.