The tax impacts of the portfolio rebalance for Czech investors – Martin Luňáček
Martin Luňáček
Master's thesis
The tax impacts of the portfolio rebalance for Czech investors
Daňové dopady portfolio rebalance pro České investory
Abstract:
Within the area of portfolio management, this thesis deals with the issue of automated portfolio rebalancing which has gained popularity recently – mainly due to the upswing of so-called robo advisors, which are using modern technologies to automate and streamline processes. The thesis focused on costs and benefits of rebalancing, special attention was paid to tax impacts of rebalancing. The results …moreAbstract:
Within the area of portfolio management, this thesis deals with the issue of automated portfolio rebalancing which has gained popularity recently – mainly due to the upswing of so-called robo advisors, which are using modern technologies to automate and streamline processes. The thesis focused on costs and benefits of rebalancing, special attention was paid to tax impacts of rebalancing. The results …more
Language used: English
Date on which the thesis was submitted / produced: 15. 9. 2017
Identifier:
http://www.vse.cz/vskp/eid/74944
Thesis defence
- Date of defence: 7. 9. 2018
- Supervisor: Luboš Smrčka
- Reader: Pavel Žilák
Citation record
Full text of thesis
Contents of on-line thesis archive
Published in Theses:- autentizovaným zaměstnancům ze stejné školy/fakulty
Other ways of accessing the text
Institution archiving the thesis and making it accessible: Vysoká škola ekonomická v Prazehttp://www.vse.cz/vskp/eid/74944
Vysoká škola ekonomická v Praze
Master programme / field:
Ekonomika a management / International Management
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