Current sponsors
Sponsors
Barclays Global Investors
As one of the world’s largest asset managers Barclays Global Investors (BGI) is ideally placed to offer structured investment strategies and services, including transition management capabilities. Transitions can be triggered by a number of events; for example a change in investment managers or changes in asset allocation from equity to fixed income or liability driven investment strategies. As transitions can result in considerable workloads as well as significant portfolio turnover our process is designed to minimise the impact on our clients’ time and fund performance.
Our track record: Since 1985 BGI has provided a transition management service that is dedicated to protecting client assets. Since 2000 we have successfully transitioned over $2 trillion worth of assets in more than 3,300 assignments across equity, fixed income, commodity and currency markets. We believe that there are few transition providers that can demonstrate this level of multi-asset class experience and expertise. Our global team has a combined experience in transition management of over 225 years and 70% of our clients from 2007 have selected us for multiple transitions.
Number of Dedicated Transition Managers and Co-ordinators: 50, excluding associated support staff
Citi
Citi Global Transition Management (CitiTM) is located within the private side of the Investment Bank at Citigroup Global Markets Limited. Citi is the world's leading financial services provider and is an A/A2 rated company. Citi has been providing comprehensive transition services to clients for over 13 years and has firmly established itself as a leading provider of best-in-class multi-asset transition solutions. CitiTM has executed over 1800 transitions comprising more than $930 billion of assets. Based upon a completely impartial operating model, which ensures full transparency of process, with one of the largest dedicated and highly experienced Transition Management teams in the industry. CitiTM has the most compelling multi-asset global platform of any provider, incorporating: unrivalled access to massive and immediately available liquidity; premier analytics across all asset classes and comprehensive real-time systems to ensure full operational control. In combination with its extensive project management experience and established track record, CitiTM is extremely well positioned to deliver the optimal transition solution to its clients. CitiTM is delighted to provide extensive client references upon request.
J.P. Morgan
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $1.6 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its JPMorgan and Chase brands. Information about the firm is available at www.jpmorganchase.com.
www.jpmorgan.com/transitionmanagement
Mellon Transition Management
Mellon Transition Management (MTM), a division of The Bank of New York Mellon, offers global transition management services designed to assist pension funds with their efforts to rebalance asset allocations, enter new investment strategies, or liquidate existing portfolios. MTM is headquartered in San Francisco with locations in London, Boston, Philadelphia, Toronto, Sydney and Pittsburgh. Primary operations and trading desks are based in San Francisco and London. BNY Mellon is a global financial services company headquartered in New York and is one of the world’s leading providers of financial services for institutions, corporations and high net worth individuals. BNY Mellon provides institutional asset management, mutual funds, private wealth management, asset servicing, payment solutions and investor services, and treasury services.
www.mellon.com/transitionmanagementservices
Mercer
Mercer is a leading global provider of consulting, outsourcing and investment services, with more than 25,000 clients worldwide. Mercer consultants help clients design and manage health, retirement and other benefits and optimize human capital. The firm also provides customized administration, technology and total benefit outsourcing solutions. Mercer’s investment services include global leadership in investment consulting and multi-manager investment management.
Mercer’s global network of more than 18,000 employees, based in over 40 countries, ensures integrated, worldwide solutions. Our consultants work with clients to develop solutions that address global and country-specific challenges and opportunities. Mercer is experienced in assisting both major and growing, mid-size companies.
Royal Bank of Scotland
The Royal Bank of Scotland Group ("RBS") is one of the world's leading
financial services
providers, serving more than 40 million customers worldwide through our 165,000
staff. We are a leading banking partner to corporates, financial institutions
and governments around the world, specialising in providing these customers with
a full range of banking services.
Through dedicated client coverage teams, we bring solutions to customers that draw on a wide range of product expertise including international cash and liquidity management, trade finance, debt and equity financing, full risk management and corporate finance advisory. The acquisition of ABN AMRO will significantly strengthen our product franchise, especially in the areas of Equity Capital Markets, M&A advisory and Transaction Banking. Additionally, through ABN AMRO's strong foothold in emerging markets, notably Asia, Latin America and Central & Eastern Europe, RBS’s coverage will increase to over 50 countries, creating a truly global business.
State Street Global Markets
State Street Global Markets provides specialised investment research and trading in foreign exchange, equities, fixed income and derivatives. From our unique position at the crossroads of the global markets, we create and unlock value for our clients with original flow-based research, innovative portfolio strategies, trade process optimisation, and global connectivity across multiple asset classes and markets. In addition to a leading transition management service, we provide portfolio insight and strategy recommendations during a client’s investment change process. We apply our dedicated research and implementation services to provide value-added advice in defining the target investment structure and to achieve considerable savings during the implementation process.
www.statestreetglobalmarkets.com
UBS
UBS is one of the leading investment banking and securities firms, providing a full range of products to corporates, governments, hedge funds, financial sponsors, private equity firms, banks, brokers and asset managers worldwide.
We offer world-class distribution and execution. UBS is one of the leading traders of equities and fixed income and a leader in the global foreign exchange markets.
With UBS, institutional investors benefit from having a dedicated Transition Management team focused on their transition. You will have a dedicated project manager to help coordinate events and guide you through each stage to provide:
Asset transfer and custody support
Trade analysis and planning
Top ranked trade execution across all asset classes
Clear and transparent reporting
All our transitions are managed in-house, and your project manager has access to the global resources of UBS. Whether you are looking for a simple equity restructuring or a complex multi-asset class transition, including alternative investments, UBS has an expert at hand.
