RT Journal Article
SR Electronic
T1 Building the Organization to Support the 130/30 Opportunity
JF The Journal of Investing
FD Institutional Investor Journals
SP 33
OP 49
DO 10.3905/joi.2007.698958
VO 16
IS 4
A1 David Newman
A1 Charles Shaffer
YR 2007
UL https://pm-research.com/content/16/4/33.abstract
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