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Transition Management


A customised plan to restructure your assets

When transitioning your portfolio, you want to make sure all the associated costs, risks and operational issues have minimal impacts. Northern Trust's Transition Management team works with you to fully understand your needs and prepare a customised plan to restructure your assets in the most cost-effective and timely manner possible.

At Northern Trust we believe a successful transition management service is one combining team expertise with a world class methodology around strategy design and execution.

Critical to the delivery of any transition or restructure is the ability to project manage the entire experience in order to provide a fully integrated experience to your organisation.

The key areas for your consideration when choosing a transition manager, namely:

The Team

At Northern Trust we select, structure and develop our team to provide you with a depth of expertise, complete client focus and a risk-focused approach.

The Methodology

We pride ourselves in developing a truly customised strategy for any assignment that delivers cost efficiency whilst minimising your financial and operational risks from commencement to completion.

Project Management

Our transition management team will manage the entire assignment; engaging the different parties and working within the current processes of your organisation to ensure a smooth but transparent implementation.

Risk Management, Compliance and Reporting

Completion of a successful transition is not only about ensuring an efficient process but also minimising risk and providing complete transparency before, during and after the event.

Northern Trust has been assisting and managing client restructures since 1987, and transition management is recognised by senior management as a core offering to our client base.

We would be delighted to discuss any aspect of Northern Trust's transition management service or provide further information that you may require.

<a name="ben">&nbsp;</a>Ben Jenkins

 Ben Jenkins

Global Head of Transition Management
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<a name="ben">&nbsp;</a>Ben Jenkins

 Ben Jenkins

Global Head of Transition Management

Ben Jenkins is a Practice Lead within the Transition Management and Overlay Services group of Northern Trust Securities Inc. Ben communicates with the consultant community on the transition management product and works with clients to understand their goals and devise the optimal strategy to achieve them.

Prior to joining Northern Trust, Ben spent four years in the institutional brokerage industry.

He received his B.S. degree from Texas Christian University and is NASD registered Series-7 and Series-63.

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This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. It is issued by Northern Trust Global Investments Limited, authorised and regulated by the Financial Services Authority in the United Kingdom. Registered office: 50 Bank Street, Canary Wharf, London E14 5NT, registered in England 03929218.

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