Some of the ideas re: the new paradigm could be traced to the work done by Pranay Gupta (now CIO for Asia at Lombard Odier) back in 2005/6 with his colleagues at ABP -- see for example: "Skill - Based Investment Management: The Next Evolution in the Asset Management Industry
Pranay Gupta and Jan Straatman" Journal of Investment Management http://bit.ly/JoimGuptaSkill-bim which was summarized in CFA Digest
http://bit.ly/CFAdgGputaSkillbim