How to Build an Effective Transition Management Pool

View PDF Transition management is the cost-effective and efficient restructuring of institutional portfolios from single or multiple investment managers/asset classes to a new allocation over a short-term horizon, with risk management at the core of the process. Transition managers are the discretionary caretakers of the transition event, employing expertise in the fields of project management, […]

A Primer on the Role of Custodians

A custodian is a specialized financial institution (typically, a regulated entity with granted authority like a bank) that holds customers’ securities for safekeeping in order to minimize the risk of their misappropriation, misuse, theft, and/or loss. A custodian has three primary responsibilities: Safekeeping of Assets: maintaining proper indicia of ownership, valuation, accounting, and reporting of assets […]