Articles

Transition Revamp
The transition business is undergoing a major transformation ... How are transition managers meeting the needs of Asian clients?

Counterparty risk: a concern for transitions too
In addition to conventional asset managers, consultants, custodians, and auditors, institutional investors would be well advised to include transition managers and other implementation specialists in their regular due diligence reviews

In Transition
Managing the Costs of Going Global

In Good Faith
What does it mean to be a fiduciary in transition management? We examine the benefits.

Working Together
Executing a transition is a complicated task. It is important for the manager and the investor to carefully plan together, says Mellon Transition Management Services.

Avoiding The Raw Risk Of Expensive Delays
A transition manager must be able to coordinate all of the multi-faceted aspects of what is a highly complex undertaking. The sheer number of parties involved in portfolio transitions makes a project management approach imperative.

Consensus is Key
Transition management is more than just shifting stocks from one manager to another, says Mark Keleher, president. There are numerous issues, which everyone must agree on to save weeks of delay.

In Praise of Transition:
Controlling Risks Can Lead to Cost Control During Portfolio Transitions
Although philosophies on transition management have changed, the ultimate goal is to reduce the cost to the client.

Passing the Buck
The transfer of complex portfolios between fund managers is no easy task, and is fraught with potential risks and costs. Thanks to a new breed of transition managers, however, the headaches of a transfer can be passed on to someone else.

Smooth Passage
Transition management can reduce plan sponsors' trading costs and the high price of market impact. It's damage control when shifting between money managers.