RT Journal Article SR Electronic T1 The Management and Mismanagement of Taxable Assets JF The Journal of Investing FD Institutional Investor Journals SP 15 OP 21 DO 10.3905/joi.2001.319446 VO 10 IS 1 A1 Robert D. Arnott A1 Andrew L. Berkin A1 Jia Ye YR 2001 UL https://pm-research.com/content/10/1/15.abstract AB Although the aggregate amount of taxable money under management actually exceeds the value of tax-exempt money such as in pensions and endowments, far too often these assets are invested without proper consideration for taxes. The authors identify sources of taxable asset mismanagement and give methods of improvement. They also describe considerations for selecting a tax-efficient manager and give details of actually effecting a tax-efficient strategy. Lastly, the authors close with a roster of actions a taxable investor should and should not do.