Cloudy with a Chance of Windfalls

Cloudy with a Chance of Windfalls

As the New Year approaches there are many institutional and private investors who are in for a nasty shock. They are just about to give away chunks of their investment performance alpha to a whole bunch of foreign governments…

Tax Is A Product, Not A Task

Tax Is A Product, Not A Task

Tax Is A Product, Not A Task Most custodians I meet view tax processing as an administrative task, not as a product opportunity. It’s like a grain of sand in their shoes. As a result, it’s badly understood at management levels, and therefore under-resourced and...
Benchmarking: Custodians

Benchmarking: Custodians

Ross McGill addresses the issues custodians face in regards to successfully benchmarking tax reclamations since so many factors affect the process.