Transition Management

Investors make portfolio reallocation decisions to enhance the value of their investments and meet cash flow requirements. But without efficient project management and planning, investors can be exposed to operational and reputational risks, spikes in volatility and frictional trading costs that drag on performance. A specialist transition manager can assist in preserving the value of a portfolio during a period of change by efficiently managing operational and investment risks as they relocate your assets.

As part of the pre-transition period, we evaluate your risks holistically, often across multiple portfolios and managers. Using technology and the knowledge of our expert professionals, we work with you to develop an actionable transition strategy. During and after the transition trading period, we provide reporting and communication, with full transparency into both process and outcomes. You will also have access to diverse sources of liquidity to facilitate transitions at lower costs. 

With nearly 30 years of portfolio transition experience, we offer a unique perspective of potential transition risks and an established process for managing them. As your partner, we’ll work together on a detailed plan that aligns with the needs of your key stakeholders so that you can create a strong foundation for a successful transition outcome.

Our Market Leadership

“Category Leader” for Transition Management Services* globally
We were the top ranked custodian bank provider of transition management solutions globally, and top rated for portfolio management and strategy capabilities

*Chartis RiskTech Quadrant for Transition Management, 2021