Transition Management

What is transition management?

A transition refers to the restructuring of a portfolio from one strategy to another. Efficient management of these events is an important part of a strong governance structure and at the core of the protection of asset values.

“Transition management helps you manage the risks and costs of implementing strategic investment change”.

Implementing change is vital to achieving long-term investment objectives. However, a myriad of expenses, including commission, taxes and custody fees, and risks such as market impact and opportunity costs, need to be assessed and mitigated.