Transition Management

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Transition Management Services

Risk-controlled solutions for portfolio restructures

Transition Management supports institutional investors through structural changes to achieve the desired portfolio exposure in a timely, risk controlled and cost effective manner. Catalysts for such transitions include asset allocation, manager and benchmark changes, through to mergers and moves to liability driven investment strategies.

Employing a transition manager can reduce risk, cost and the administrative burden on the client. This is achieved while seeking to preserve the value retained in the portfolio, thus helping to maximize fund performance.

Key benefits:

Maintain portfolio exposure, reduce risks and costs, and preserve asset value
Customized solutions to meet specific client needs
Consultative and centralized project management approach throughout the transition
Continuous and dedicated coverage throughout the restructure

For more information, please contact the representative in your region.

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