Invest Smart: Reducing Tax Drag

Invest Smart Introduction

Inspired by the recent launch of TaxScore by SIX, we are delighted to be hosting ‘Invest Smart’, a series of webinars diving deep into the ideas that are advancing the frontiers of investing.

Drawing upon the technical expertise and strategic thinking of SIX, TaxScore facilitates an informed and sophisticated approach to investment decision-making.

Seminar 1: Reducing Tax Drag

Background

There are a number of tax touch points that impact investment portfolios. From investor taxation issues such as tax breaks and preferential gains treatment, to the taxation of fund vehicles including treaty access, through to the actual treatment of investment returns.

Tax can incentivise, dissuade, and distort investment processes. With an increasing focus on tax transparency, tax has been in the headlines often for the wrong reasons. A multitude of stakeholders are seeking to influence the debate.

We are delighted to assemble leading practitioners in the field to cover the following:

• What role, if any, should tax play in the investment process?
• Cacophony of competing voices - trade associations, domestic tax policy and trading blocs, interest groups (Principles for Responsible Investment, Oxfam etc)
• Governance - US Supreme Court’s decision in Tibble v Edison International, establishing fiduciary duty (proper management of foreign tax reclaims)
• Investment efficiency drivers - why capture information on tax inefficiencies, and what is the relevance for different jurisdictions?

Speakers include:

Jürg Stalder - Senior Product Manager, SIX

Justin Urquhart Stewart - Founder & Director, Regionally

Ali Kazimi - Managing Director, Hansuke Consulting

Roy Zimmerhansl – Practice Lead, Pierpoint Financial Consulting

Upcoming webinar

Join us on Wednesday 14th October, for ‘Invest Smart: ETF Trends', to continue the discussion.

Contact

For more information, contact events@hansuke.co.uk or visit app.livestorm.co/hansuke-consulting/ for a full list of our upcoming webinars and access to on-demand recordings.