Scott Aboukir
speaker
493 appearances
1 recordings
1 series
first heard Jul 2026
last heard 17 Jul
Scott Aboukir’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Definitely.
There seems to be more emphasis on certain products getting more popular that I think hopefully provide some momentum that in the actual asset owners themselves, in this case, I'm referring to taxable families in particular, are sort of really seeing maybe the benefit of certain types of tax efficient strategies.
And so I think
And particularly the allocators that are using those strategies, maybe they need to do a better job of actually showcasing the value that they're adding.
Maybe some of those incentives will shift a little bit and you'll see from the demand side of us as allocators demanding that certain technology solutions come around or accounting comes around.
I'm cautiously optimistic.
It's hard.
It's a lot of work.
It's not very scalable.
We show on a quarterly, annual basis really what the actual dollars that went to certain taxes were.
And then it's really only meaningful, to be honest, on the longer timeframe.
And so when some of our more kind of quarterly, annual, more formal, larger reporting sets, we actually show...
We basically disaggregate all the P&L dollars from the investment returns, sort of net of the fees that we pay to outside managers, then removing taxes, our fees, any spending that might have come from the accounts, and literally tie it out dollar for dollar.
every year.
Like I said, it's not that meaningful on an annual basis because there's a lot of noise.
Just to give like an idea, like over 10-ish years of doing some cases looking back, it's roughly been like 20-30% of sort of pre-tax gain, both
realize and unrealize that eventually goes to taxes.
Assuming that you're a long-term investor and you're not spending a lot of money, this is the thing that eats up most of your gain.
And so it's a big, I feel like we have to try to limit that as much as we can.
In dollar terms, if we made $100 million over the course of a period, $20 to $30 million went to the IRS or state and local, federal.
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