Transition management

We assist customers in their transition from old to new asset allocations so as to optimise purchases and sales, mitigate the market risk and monitor the transition costs.

Our process is articulated into:

  1. project management: planning and control of all project stages and management of the relationship with the subjects concerned (e.g. managers, custodian banks)
  2. pre-trade analysis and estimate of the transaction volumes involved: analysis of the “objective” portfolio as compared to the existing one, “matching” analysis of the financial instruments
  3. customised and comprehensive reporting of the entire process and of the costs sustained