portfolio institutional magazine is inviting asset owners to observe a panel discussion on transition management taking place 4 June in London. Panellists will include institutional investors and independent consultants invited by portfolio institutional as well as transition managers. There are a small number of tickets available for institutional investors who are interested to observe this panel discussion and meet the industry specialists.

Panel

Chris Adolph, head of transition management EMEA at Russell Investments
Graham Dixon, transitions specialist, Inalytics
Martin Mannion, head of trustee services, John Lewis Pension Fund
Max Lamb, head of transitions, Towers Watson
Roger Mattingly, director, PAN Trustees
John Minderides, head of portfolio solutions EMEA, State Street

Chaired by: Emma Cusworth, contributing editor, portfolio institutional

Topics

Transition management has become an increasingly important and relied-upon service in an environment of increased market complexity and diversification of institutional portfolios. Today’s environment raises some particularly pertinent questions about how to manage the risks associated with restructuring portfolios as yields continue to hit record lows while currency volatility is on the increase. Yet, despite the greater difficulty of conducting transitions, choosing the right transition manager and getting an accurate measure of their performance has never been more important.

This panel discussion will create a platform for providers, investors and their advisers to discuss some of the challenges facing investors as they transition portfolios.

The discussion will include the following topics:

• 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?

Register Now

If you are an institutional investor and interested to meet the panellists and listen to this expert debate then secure one of the available tickets to this event then contact Sana Sammi sana.sammi@portfolio-verlag.com

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