After-Tax Benchmarks: We Want Your Feedback!

Meradia is engaged by a Top 3 investment manager to define a methodology to calculate after-tax benchmarks that can be implemented at scale. The techniques used to create after-tax alpha are managers’ “secret-sauce. » The means by which after-tax returns are benchmarked are not.

To facilitate comparison and consistent interpretation, the benchmarking methodology should be standardized across the industry. As such, we are also engaged to drive broad acceptance of the proposed methodology by industry participants, including investors and other asset managers.

Be sure your voice is heard! Please comment here, contact us at aftertax@meradia.com, or fill out this form: https://forms.office.com/r/E7VTnrfbeC. We appreciate and value your participation and feedback!