PT - JOURNAL ARTICLE AU - David Newman AU - Charles Shaffer TI - Building the Organization to Support the 130/30 Opportunity AID - 10.3905/joi.2007.698958 DP - 2007 Nov 30 TA - The Journal of Investing PG - 33--49 VI - 16 IP - 4 4099 - https://pm-research.com/content/16/4/33.short 4100 - https://pm-research.com/content/16/4/33.full AB - With projected assets of $1 trillion by 2010, 130/30 appears the likely vehicle for convergence of long and hedged equity asset management strategies. A recent Merrill Lynch white paper provides an A-to-Z guide for implementing 130/30 strategies, including organizational infrastructure, manager selection, risk management, prime brokerage, and staffing.TOPICS: Mutual funds/passive investing/indexing, manager selection, equity portfolio management