Whitepapers

Policy Implementation in an Illiquid World
Is there a more cost-efficient way for a plan sponsor, foundation, or endowment to rebalance in high volatility/low liquidity environments? In this paper, we compare the benefits, costs and risks of synthetic overlay programs versus traditional reallocation through physical asset sales and purchases.

Mellon Transition Management Services Fixed Income Advantages
The Mellon Transition Management Services Fixed Income Department focuses on delivering client-customized solutions for those problems associated with fixed income transitions. The team is composed of dedicated fixed income professionals who are committed to enhancing trade execution levels in comparison to those execution levels received by legacy and designated managers, on either a hedged or un-hedged basis.

System Integration Done Right
We focus on pursuing the significant business opportunity in transition management. Our new transition management team made a key decision to design and build its technology infrastructure from the ground up....

What it Means to be a Fiduciary with Respect to Transition Management
The role of the fiduciary with respect to plan assets is absolutely critical. Understanding the fiduciary’'s obligations to the beneficiaries of the plan (and conversely, being cognizant of what the fiduciary cannot do) as part of the investment process is of paramount importance when investing assets.