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You are the portfolio manager for a family business company who had an old CEO...

You are the portfolio manager for a family business company who had an old CEO reluctant to change and to taking risks. The board has decided with the support of the president to change the CEO and assign a new one. The executive directors along with the president have as well advised the new CEO to be more aggressive. Which of the following documents need to be updated in this case?

A.

Portfolio Performance Plan

B.

Portfolio Charter

C.

Portfolio Management Plan

D.

Strategic Plan

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