Transitions Services
SOLUTIONS
Transition Management Consultancy
An advisory service that supports clients when transitioning portfolios, built on:
First hand experience of portfolio transitions
Clear understanding of what clients are seeking to achieve
Detailed knowledge of how Transition Managers operate
Robust processes for Transition Manager selection and governance
Independent pre and post trade analysis
Providing clients with control, clarity and accountability
Experienced Advisors on the Client’s Side
Our advisers have spent their careers in transitions, first as Transition Managers and now as independent advisers. We work as an extension of the client team, helping to shape the approach, devise trading strategy, challenge proposals and maintain continuity across managers, custodians, advisers and other stakeholders.
We bring the depth of experience that an occasional but important event demands. Decisions remain with the client, while we provide confidence that its objectives are understood, represented and protected throughout the change.
Our Transition Advisory Services
Transition Manager due diligence and selection
Independent assessment of Transition Managers, their capabilities, proposed approach, governance and potential conflicts, helping the client make a well-informed appointment and establish clear expectations from the outset.
Advice across investment change
Support for individual asset moves and larger wholesale programmes, including investment platform changes and a series of interdependent manager or portfolio changes across pooled funds, segregated mandates and different asset classes.
Planning, oversight and client representation
A clear governance framework with coordinated delivery and independent challenge throughout implementation. We sit alongside the client, represent its agreed requirements when needed and help keep all parties focused on the intended outcome.
Independent review and assurance
Objective evaluation of delivery, costs and outcomes, proportionate to the event. We help the client understand what happened, whether the agreed approach was followed and what should be carried forward into future changes.
One Purpose Across Every Type of Transition
The form of the transition may differ, but our purpose does not: to provide experienced, independent judgement on the client’s side and turn complex investment change into a controlled, transparent and accountable process. Our aim is to maximise the probability of a successful outcome.
An experienced adviser beside the client, from the first decision to the final outcome.
Speak with our team about how Inalytics can support your specific needs.