Transition Management

We provide global multi-asset class transition solutions for asset-owners undergoing portfolio realignments or a change to their investment manager lineup. We strive to help clients protect overall fund performance from unnecessary transaction costs and unintended risk exposure throughout the duration of their transitions. By leveraging our proprietary order routing technology, we maintain order flow anonymity and provide our clients with a coordinated cost-effective and seamless end-to-end transition management solution.

Our pre-trade analysis estimates transaction costs and the timing risk involved with each transition, and creates a valuation benchmark for overall performance.

Our post-trade analysis allows you to measure the execution quality of every trade done in the transition process.



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