Products & Services

BNY Mellon Asset Servicing offers transition management services designed to assist clients in rebalancing asset allocations, entering into a new investment strategy, or liquidating an existing portfolio.

Transition management is a systematic, controlled process that utilizes all available sources of liquidity to simultaneously minimize the total cost while managing the overall risk of the transition. Transitions may be relatively straightforward, such as shifting from a single portfolio to a target portfolio, or more complex, such as a multicountry, multicurrency transition that spans not only asset classes but time zones as well.

Why BNY Mellon Asset Servicing For Transition?

• Risk-controlled, proven process seeks to minimize total transition costs, including market impact and opportunity costs
• State-of-the-art trading and analytic systems
• Access to BNY Mellon Asset Servicing's internal crossing network
• Experienced transition team-more than 18 years of experience
• Dedicated BNY Mellon Portfolio Management team oversees the transition process from pre-trade planning to post-trade analysis
• Award-winning research on trading costs