Transition Management Advisory Services

The need for independent scrutiny in the transition management 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.

Inalytics | Understanding investment skills

“The support Inalytics provided during the transition was excellent”

Andy Maggs / Shareholder Executive

How we help

Before

Independent, empirical scrutiny of potential transition managers’ proposals to help you understand their implementation strategy. Using the same advanced techniques as our analysis of currently funded portfolios, we critically assess their previously completed transitions to reveal their level of skill.

During

Expert monitoring during the transitions event to ensure that any potential disruptions to completion are quickly identified and mitigated. Combined, the transitions team has over 80 years of experience in the transition management industry, including authoring the T-Charter, outlining best practice standards for transition managers.

After

Clear and objective reporting which verifies the implementation shortfall and provides a critical assessment of the transition manager’s performance. Third party validation of a transition’s success can be delivered to stakeholders, and in the case of a suboptimal transition, Inalytics clients have sometimes been able to recover fees.

We’ve overseen over £300 billion of transitions since 2015

Including some of the largest, most complex and sensitive transitions in recent years.

Graham Dixon

Director, Transitions

David Edgar

Director, Transitions

Neil Miller

Assistant Director, Transitions

Inalytics makes sure your transition management objectives are met and your investments are protected.