Vantage Point

Top Ten Tips for Transition Management – June 2019

Transitioning investments is difficult and can be far more intricate and complex than it initially may appear. If not managed correctly, investors can incur significant expenses and delays which erode long-term performance.

For pension funds, each pound inadvertently lost in a transition is a pound not used to fund their liabilities. With funding ratios continuing to be challenged as schemes age, it is more important than ever that a pension fund not only has the correct investment strategy but also implements change correctly and as efficiently as possible.

In this edition of Vantage Point, Steve Webster, MJ Hudson Allenbridge’s Head of Transitions, shares his top ten tips to consider when changing between asset managers:

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Investment Advice

Investment Analytics

Joanne Job

Managing Director - Head of Research

Alternative Investments

Tax-Advantaged Investments

Lauren Radford

Head of Business Management (Tax-Advantaged Investments)