We use cookies to support features like login and allow trusted media partners to analyse aggregated site usage.
To dismiss this message and allow cookies to be used, please click "Continue".



In Focus Archive

Twitter board

Follow us
  • My week on Twitter 🎉: 4 New Followers. See yours with https://t.co/mCw3VcMQGw https://t.co/odYllgQghg20 hours ago
  • Friday View: Border to Coast launches UK equity tender - Rentokil Trustee faces fine - Gleeson directors banned - P… https://t.co/wx2SJ0bGfG3 days ago
  • Shareholder engagement: It’s good to talk For responsible investors talk isn’t cheap. Not only does research sugges… https://t.co/imwrezJuKJ3 days ago
  • Friday View: PA's DB scheme signs buy-out deal - PIC invests in Midlands housing association - Newton Video on Emer… https://t.co/GbWDdyENlN10 days ago
  • RT @minerva_ESG: Hey, all #ESG and#corpgov tweeps, lend a hand to @portfolio_inst important opportunity to support investors' understanding…10 days ago
  • We want to know your appetite and understanding for ESG! Please click the link to take our 5 minute survey to tell… https://t.co/SsVgQzEKIc11 days ago
  • RT @AonRetirementUK: Great event, thanks for hosting @portfolio_inst. Inspired location too! https://t.co/we7Ou46ns311 days ago
  • Full house at our Portfolio Prepared event, Oliver Hamilton Illiquids specialist @AonRetirementUK discusses conside… https://t.co/F0qPFPjUSP11 days ago
  • West Midlland Pension Fund’s Jill Davys: “I am reluctant to overpay for assets” Assistant director of investments a… https://t.co/YHtEIU5BSN14 days ago
  • Friday View: DWP plans ÂŁ1m fine for "reckless" sponsors - Veolia appoints actuary - TPR fines Smart Pensions - UK s… https://t.co/9kUsw6mric17 days ago
  • RT @NewtonIM: Take 5 minutes to complete the @portfolio_inst ESG survey, which is part of its 'Raising Standards in ESG' initiative, and sh…17 days ago
  • This months cover story: Carillion: Lessons for trustees ''The collapse of the construction giant raises questions… https://t.co/L48HDqT0lB18 days ago
  • RT @PensionsSion: Portfolio Prepared? Join us and @portfolio_inst on 4th July 2018 to hear presentations from leading professional #trustee…18 days ago
  • Breaking: DWP proposes ÂŁ1m fine for "reckless" DB sponsors https://t.co/7rsDaGgS5v #DWP #DBWhitepaper #TPR https://t.co/YQqy9Qr7tN20 days ago
  • Our latest Roundtable: Factor Investing ''Pursuing value, momentum, quality or low volatility strategies in bond an… https://t.co/qugefevAN420 days ago
  • My week on Twitter 🎉: 2 Mentions, 3.3K Mention Reach, 5 Likes, 6 Retweets, 7.76K Retweet Reach. See yours with… https://t.co/IZfviidt4H21 days ago
  • Friday View: Trustees feel the heat over climate change - bankers' pensions back in black - TPR suspends trustee -… https://t.co/kUKa8QUF9w24 days ago
  • Increased regulatory oversight will be risk-based, TPR keyperson will meet schemes deemed riskier several times a y… https://t.co/wUiKPGESaU26 days ago
  • Lesley Titcomb, TPR chief executive says change is on its way, the regulator will increase oversight between valuat… https://t.co/Wu8Pv6TfqS26 days ago
  • Join us and @AonRetirementUK on the 4th of July at the luxurious Victorian Bath House featuring educational presen… https://t.co/r1abr8Qls027 days ago

In Focus

Transition Management 2015

Latest In Focus

Transition Management 2015

The nature of the beast

In this feature

  • What implications is the hunt for yield having on the type of transitions investors are undertaking and what special considerations do they need to make in view on the yield-driven environment where liquidity in bond markets is also massively constrained?
  • Currency volatility has seen a dramatic increase in recent times as central banks’ divergent policies continue to create turmoil in the market. What implications does this have for transitions and how can the risks be minimised?
  • To what extent are overlays becoming established practise in transition management? How do they work and what benefits to they bring to investors? What implications do they have in terms of counterparty risk and / or cost?
  • With many investors readying themselves for a move to liability matching strategies as yields hit certain trigger points, how can transition managers help to ensure their readiness once the time comes for a move and what do investors need to think about in advance of that happening?
  • What are the most commonly used methods of measuring the performance of a transition and a transition manager? To what extent does the industry need to see more standardisation in this regard and how much should a transition be measured based on the specific objectives of each client for each transition? How can performance be better demonstrated in post-trade reporting?
  • What impact has the greater regulatory focus had on the transition management industry? Has it driven up costs and who is paying for that?
  • The transition management industry continues to be in a state of flux as they face ever-increasing pressure on their margins. What does that mean for investors faced with selecting one or a panel of providers?
Transition Management 2015

John Minderides, head of Portfolio Solutions EMEA, State Street

Graham Dixon, transitions specialist, Inalytics

Emma Cusworth, contributing editor, portfolio institutional

Martin Mannion, head of trustee services, John Lewis Pension Fund

Roger Mattingly, director, PAN Trustees

Chris Adolph, head of transition management EMEA, Russell Investments

Max Lamb, head of transitions, Towers Watson

If you are interested to participate in one of our future roundtables please contact us for further details.

Sidra Sammi
International Relationship Manager
T: +44 20 7596 2875


Friday View

Friday View

Shareholder engagement: