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Portfolio Transitions Are Coming of Age: Look Out for the Leaky Assets

Traders Magazine, October 2003

Philippa Bourke

Tread carefully on moving day when your desk transfers assets. Keep an eye on those portfolio movers. Some of them could manhandle the merchandise. This is the message that professionals are sending in the booming $2 trillion a year portfolio transition business. It's a global industry that is thriving because client needs and expectations have dramatically changed.

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