BTIG Transition Management provides global, multi-asset class transition solutions for asset owners undergoing portfolio realignments or a change to their investment manager(s). Our mission is to protect overall fund performance from unnecessary transaction costs and unintended risk exposure throughout the duration of each client transition. Leveraging proprietary order routing technology and natural liquidity, our team maintains order flow anonymity and provides cost-effective, seamless end-to-end transition management solutions.

Exceptional Service, Powerful Tools and Customized Strategies that Anticipate Needs and Achieve Client Objectives.

BTIG offers project and risk management capabilities that go beyond the traditional buy-side/sell-side trading relationship. As a trusted partner, BTIG can also serve as a fiduciary throughout implementation.

Pre-Transition

With a consultative approach, BTIG develops a timeline that accommodates the needs of the client’s custodian, investment managers and other service providers. A pre-trade analysis is performed on the total transition as well as for the portfolio net of in-kind transfers.

Implementation

Daily reporting for each fund includes key metrics, and market events and company news that may impact transition performance. During the settlement cycle, trade affirmation status and cash flows are monitored within the associated custodial account(s) to ensure accurate daily reconciliation.

Post-Transition

The final post-trade report is delivered to the client with an analysis that measures and crystallizes the outcome of the transition versus implementation shortfall and pre-defined logistical goals.

 

  • Single Point of Contact Between Service Providers
  • Available to Act as a Fiduciary Throughout the Transition Lifecycle
  • Seasoned Trading and Project Management Professionals
  • Multi-Asset Class Execution Capabilities
  • Comprehensive Pre-, Intra and Post-Trade Reporting

Transition Management LEADERSHIP

Managing Director, Head of Transition Management