Transition complex portfolios smoothly with our global trading expertise. Our transition management team combines risk mitigation techniques and robust project management to design custom solutions for unique portfolios.
Whether changing an asset manager or an investment strategy, asset turnover within an investment portfolio can be risky and expensive.
Northern Trust’s transition management team combines risk mitigation and project management along with global trading expertise to help you navigate through the process of change. We’ll help you implement large and complex changes to your portfolio with ease and confidence in today’s fast moving markets.
From start to finish, we will work closely with you to design a custom strategy for your portfolio. Receive deeper insights into the process – from pre-trade to post-trade – with our transparent reporting. Plus, get easy access to local expertise with our strategically located trading desks in Chicago, Hong Kong, London and Sydney.
Achieve a smooth and transparent transition of your portfolio, by relying on our 30+ years’ experience in managing transitions.
Focus on your core objectives. We’ll handle the details – from liaising with appropriate stakeholders to attending to administrative tasks, through a clear and auditable process.
Minimize the effect of change on your portfolio with our customized trading strategies. Our consultative approach takes into consideration your priorities as well as the broader landscape of asset liquidity and potential sources of risk.
Find the customized solution that’s right for you by leveraging our capital markets solutions and working closely with a dedicated team of industry specialists.
Control potential risks and associated costs while implementing your portfolio asset allocation with our expert risk mitigation techniques. Monitor expenses throughout the event through using our detailed cost analysis reports. Our experience in trading multiple asset classes will help you minimize the effects of:
Northern Trust’s heritage of risk management is built into our executions. We handle large, complex transitions with full transparency while minimizing risk and cost.
Keep a close watch on every aspect of your transition through our suite of transparent reports that include detailed timelines, participant checklists, pre- and post-trade analysis, and daily updates. Additionally, we can complete documentation on your behalf to help ensure required accounts are open and available at the appropriate times.
Receive full oversight of your transition from start to finish. Our service is reinforced by clear lines of responsibility and managerial oversight.
You can count on us for the long term. Northern Trust is committed to transition management by continuously investing in our technology, our capabilities and our people.
For more information about our Transition Management services, speak with your Northern Trust relationship manager or contact the team at firstname.lastname@example.org.
Ben Jenkins is Global Head of Transition Management at Northern Trust and a Senior Vice President. Ben is charged with business development and oversight of the transition management business and teams based in Americas, EMEA and Asia.
Ben joined Northern Trust in 2006 as a strategist and progressed to practice lead for US strategy within the Northern Trust Transition Management group. Prior to this, Ben spent four years with Capital Institutional Services, Inc. (CAPIS), an institutional broker-dealer, where he co-managed the transition management desk.
With more than 15 years of industry experience, 13 of which are in transition management, Ben holds 7, 63, and 24 FINRA licenses.
© 2019 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For legal and regulatory information about our offices and legal entities, visit northerntrust.com/disclosures.
For Australia, this material is directed to and should only be accessed by professional investors as defined in the Corporations Act 2001. For New Zealand, this material is directed to and should only be accessed by registered financial service providers and is not intended for retail clients.
Northern Trust Securities LLP is exempt from the requirement to hold an Australian financial services license under the Corporations Act 2001. Northern Trust Securities LLP is authorised and regulated by the Financial Conduct Authority (FCA) under the laws and regulatory requirements of the United Kingdom which are different to Australia.