Transition
Clarity and Stability for Complex Transactions
Managing the effect and cost of transactions can prove complex and troublesome in even the most simple investment environments. Skilful handling of asset transition can make all the difference between healthy performance and inadequate returns.
RisCura Transition helps investment funds, asset managers and brokers manage the risks and processes in portfolio transactions, optimising them for maximum performance. Taking a holistic view of the entire transition process, we are able to manage myriad transactions in a systematic, risk-controlled manner and across multiple asset classes, including:
- Moving an entire fund
- Changing a fund’s asset allocation
- Rebalancing a portfolio
- Mergers and acquisitions
- Helping clients when changing from defined benefit funds to defined contribution funds
Genuine Stewardship of Portfolio Stability
Portfolio transitions can wipe out significant chunks of a fund’s performance. From explicit costs, such as taxes and brokerage, to indirect costs like market impact, trading and opportunity costs, we work to ensure you receive the best deal possible. You can also rely on world-class decision-support from an expert team that helps you understand both expenses and residual impact, whatever the combination of asset classes.
Client-Centric Services
As a key component of what we do, our transition services are delivered across three logical and streamlined disciplines, effectively managing deep complexity while keeping client communication relevant and straightforward.
Transition Project and Risk Management
Whatever structural changes you require in transitioning funds, you need to be sure costs are kept to a minimum, while safeguarding your fund from exposure to undue risks.
As a truly independent project manager, we turn any transition into a disciplined, integrated process, managed by seasoned experts who oversee all responsible parties at every stage. Of course, transitions can prove complex and may take time to conclude. So we undertake to walk you through everything step by step, communicating on a regular basis and keeping you informed of progress and potential impact on your portfolio.
Transition Audit
Although a transition audit would be a natural step in our project management process, we also offer audit services to provide an external, independent view of any transition project, ensuring that our client’s needs come first. This can provide a valuable ex-post assessment of costs incurred, any errors, and the impact of the transition or structural change on the portfolio’s performance.
Making Sure All Your Bases Are Covered
Executing major changes to a portfolio’s structure can be costly at the best of times. Ensuring the process is as cost-effective and risk-free as possible simply requires talking to us in confidence about your transition needs.
