Transition Management Services

The explicit and implicit transaction costs associated with any fund restructuring are significant and need to be carefully managed.  We can help maximize the value of your portfolio during transitions by:

· Evaluating the unique characteristics and challenges of your specific restructuring.

· Briefing you on who the leading service providers are and how their services differ.

· Assisting you in avoiding the many traps and pitfalls associated with transitions. 

· Limiting the “information leakage” associated with this event.

· Assisting you in establishing sound management controls and benchmarks.

· Providing real-time monitoring of the actual implementation of the transition.

· Evaluating the effectiveness of your transition on a post-trade basis.

 

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