Portfolio Solutions

Our Portfolio Solutions team will help you mitigate risks and successfully navigate change through portfolio restructuring, expert trade execution, credit intermediation and access to broad sources of liquidity.
You can access our services either individually or as a bundle:

Transition Management

Planning, managing and executing a wide range of transition events, with more than 27 years of experience in delivering value to clients.

Outsourced Trading

Outsourced agency-based trading service using proprietary technology to help you achieve better operational alpha through customized, holistic multi-asset-class solutions.

Execution Solutions

Customization, transparency and unique liquidity packaged within an agency model, providing a holistic approach to both high- and low-touch trading.

Exposure Solutions

Short-term interim asset management, cash equalization and liquidity management tools, strategic and tactical futures overlay capabilities.