Managing Portfolio Change: Understanding the benefits of a transition manager

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.
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