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Bridge over ocean
1 July 2011 Financial Analysts Journal Volume 67, Issue 4

The Winners’ Game

  1. Charles D. Ellis, CFA

Practitioners of the investment management profession are underperforming for their clients and for their profession because of three errors: defining their mission as “beating the market,” allowing the values of their profession to be eclipsed by the economics of the business, and not providing much-needed investment counseling. The solution is to incorporate investment counseling into the heart of their client–manager relationship.

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