Transition Management

Our experienced global capabilities and dedicated expertise enable us to plan and implement a transition strategy that can preserve your assets, minimize market impact, manage risk and minimize cost. Our dedicated professionals provide a single point of contact to coordinate all activity throughout the transition process.

Comprehensive Transition Management Capabilities

We help you develop and execute an effective, customized transition strategy, driven by your goals and objectives and your portfolio holdings. Our controlled process and comprehensive suite of in-house capabilities minimize operational risk and help to ensure a seamless, cost-effective transition.

Our unparalleled execution capabilities and straight-through processing deliver seamless transitions that preserve your assets.

Benefits include:

  • Economies of vertical integration at all levels
  • Efficiencies of experience
  • Use of specialized metrics to mitigate and manage risk
  • Crossing opportunities with other institutional clients
  • Agency-platform – your conflict-free advocate
  • Demonstrated leadership in global multi-asset class transitions
  • End-to-end capabilities and control
  • Execution through our sophisticated broker-assisted and electronic trading platforms
  • Extensive pre- and post-transition reports