Our services

Transition management

Transition management can be best described as the project management and execution of structural changes of the assets within an investment portfolio in an efficient, cost-effective and risk-managed way. These structural changes can be driven by asset allocation and manager changes or larger reorganizations following asset liability studies. Transition management helps to control risk and reduce the costs of these structural changes by coordinating amongst all parties, designing and implementing trading strategies based on pretrade analysis, and producing thorough post-trade reports that include actual performance relative to predicted costs.

Key features and benefits

•	Maintain portfolio exposure during asset reallocations
•	Preserve asset value
•	Reduce operational risk through outsourcing operational burden
•	Remove manager timing risks through delivering centralized project management
•	Minimize total costs

Our consulting services combine proven, disciplined approaches with real world experience.

Invest in understanding the client: organisation, culture, goals

Identify key business issues

In-depth evaluation of potential solutions

Develop successful action plan

Ensure timely project completion