/ Transitions

Take Control of your Transition

Use Inalytics to ensure that your objectives are being met and your investments are protected during a transition.

The need for independent scrutiny in the transitions industry has never been more acute. Inalytics scrutinises and verifies the actions of an appointed transition manager to ensure a satisfactory conclusion for our client.

Clients have used our analysis and reporting to hold their transition managers to account for their decisions and occasionally to recover fees.

Inalytics ensures a level playing field between institutions and transition managers through transparency and accountability.

The Transitions Team

Graham Dixon

Director, Transitions

t +44 (0) 20 3675 2903

e gdixon@inalytics.com

Graham joined Inalytics in 2009.

He graduated in 1979 with a BSC joint-honours in Computer Science and Economics, and received an MBA (Dist.) in Finance from the City University Business School in 1989.

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Prior to joining Inalytics he was a Managing Director and Head of European Transition Services.

His investment industry career includes; risk measurement at Barra International and quantitative investment management, derivatives, transition management and alternative investments at Merrill Lynch Investment Managers (MLIM). He was a founder and leader of the first specialist transition management team in Europe. Graham was the instigator and driver behind the T-Charter initiative (best practice standards for transition managers).

Graham is dedicated to transition management work; he has no other roles or responsibilities at Inalytics.

Neil Miller

Assistant Director, Transitions

t +44 (0)20 3675 2916

e nmiller@inalytics.com

Neil joined Inalytics in May 2019.

He graduated from Greenwich University in 1997 with a BSC (Hons) in Applied Statistics.

 

 

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Prior to joining Inalytics he was part of the Legal & General Investment Management (LGIM) Transitions Team holding the position of Transition Project Manager.  Previous roles within the Transition team included managing the pooled fund transfers team.  Neil was at LGIM for 17 years.   Neil’s previous role was at Schroder Investment Management where he was a Performance Analyst for two years and a Transition Manager for two years.  Neil holds the PRINCE2 Foundation qualification.

Neil’s ability in creating solutions to non-standard transition events helped some of LGIM’s largest clients obtain transition outcomes that exceeded their expectations.  These included large DC pension schemes, LGPS pools and their underlying clients.  Neil has worked on multi asset events for both pooled and segregated transitions.

Neil is dedicated to transition management work; he has no other roles or responsibilities at Inalytics.

Lachlan French

Director, Transitions

t +44 (0)20 3675 2917

e lfrench@inalytics.com

Lachlan joined Inalytics in March 2018.

He graduated from Durham University in 1986 with a Joint Honours degree in Mathematics and Economics.

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Previously Lachlan was Global Head of Transition Management at BlackRock and led a 50+ team located in London, San Francisco, New York, Boston, Hong Kong, Sydney and Tokyo. He was a member of BlackRock’s Trading and Liquidity Strategies Group Executive Committee.

The transition management team was responsible for providing risk-managed solutions to institutional investors undergoing portfolio reorganizations across all major asset classes. In 2016 the team completed $466bn of transitions for clients and was widely recognized as the leading global provider.  Successful transitions included mandates for many of the largest and most complex global Public and Private Pension Funds, Sovereign Wealth Funds, Insurance Companies and Wealth Managers.

Prior to working at BlackRock Lachlan was a Senior Managing Director at State Street and head of their transition management business in Europe from 2000 to 2007.

He started his career at the investment arm of Royal & Sun Alliance (RSA) specialising in derivatives. Over his 14 years at RSA he held various roles including managing funds and management positions.

David Edgar

Director, Transitions

t +44 (0)20 3675 2902

e dedgar@inalytics.com

David joined Inalytics as Director, Transitions in July 2020.

He graduated from the University of Birmingham in 1986 with a degree in Physics and an MBA (Dist.) from the City University Business School in 1996. David is a CFA Charterholder.

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Prior to this he worked at The Asset Management Exchange where he was responsible for launching funds on their ICAV and CCF platforms. Previously David was Head of Transition Management, EMEA at BlackRock and led a 30+ team located in London.

The transition management team was responsible for providing risk-managed solutions to institutional investors undergoing portfolio reorganisations across all major asset classes. Successful transitions included mandates for many of the largest and most complex global Public and Private Pension Funds, Sovereign Wealth Funds, Insurance Companies and Wealth Managers.

David is dedicated to transition management work; he has no other roles or responsibilities at Inalytics.

 

The support Inalytics provided during the transition was excellent

Andy Maggs / Shareholder Executive

How we help

/ 01

Before

Independent, empirical scrutiny of potential transition managers’ proposals to help you understand their implementation strategy. We critically assess their previously completed transitions to reveal their level of skill.

/ 02

During

Expert monitoring during the transitions event to ensure that any potential disruptions to completion are quickly identified and mitigated.

/ 03

After

Clear and objective reporting which verifies the implementation shortfall and provides a critical assessment of the transition manager’s performance.

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