Managing Portfolio Change: Understanding the benefits of a transition manager

Logo
Presented by

Stephanie Baxter, Chris Adolph, Dan Edwards, Graham Cook

About this talk

In this world, change is constant. When adjustments are inevitably made to a portfolio - whether that is to manager line up, strategic asset allocation or incorporating ESG criteria to name a few– how do you manage risk and control costs, while also maintaining investment performance and providing full transparency? At what point does it make sense to use a specialist to take on these responsibilities for you? In this webinar, Russell Investments explain the role of a specialist third party ‘transition manager’, examine how a transition manager can add value and explore when it makes sense to use one. Key talking points:: - What is Transition Management? - The key criteria to a successful transition - What are the benefits and drawbacks of working with a transition manager? Hear from industry experts: - Chris Adolph, Director of CPS EMEA. Russell Investments - Dan Edwards, Head of Asset Transitions, Isio - Graham Cook, Responsible Investment Strategy Lead, Phoenix The webinar is moderated by Stephanie Baxter, Funds Europe.
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (53)
Subscribers (13108)
Welcome to the Funds Europe webinar channel, a place for senior institutional investors, fund selectors, fund buyers, asset servicing professionals and fund distributors. Here you will find the latest thought leadership from global experts on institutional and retail markets, traditional and alternative investments, front and back office.