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Bridge over ocean
1 July 2008 Financial Analysts Journal Volume 64, Issue 4

The New Organizational Paradigm: A Single Portfolio Manager and a Band of Scouts

  1. Richard M. Ennis

Because of competition and globalization, the traditional organization of the professional staff of a large institutional portfolio along asset-class lines must change and is changing. The new organizational paradigm calls for a portfolio management unit that controls beta exposures and active risk at the total fund level and a scout unit that seeks exceptional active management opportunities wherever they are.

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