Transition Management

 
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Transition Management

   
A customised plan to restructure your assetsWhen 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.
 
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Portfolio transitions are necessary at times to achieve investment objectives. But no matter how necessary, transitions must be approached with care. An unmanaged or poorly managed transition can negatively affect performance or cause you to miss investment opportunities.

We help you control the cost impact of a portfolio restructure and preserve value. We confer closely with you to develop and implement a tailored strategy to manage costs and risk whilst gaining timely exposure to your target portfolio.

We leverage Northern Trust's broad resources to control and minimise trading and opportunity costs. Our coordinated team of transition, trading and operations specialists apply rigorous project management discipline to orchestrate a smooth implementation. They centralise communication between you, your consultant, managers and custodian to control operational risk from pre-trade analysis to post-trade reporting.

 

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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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David Lester
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David Lester
Vice President
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David Lester
David Lester
Vice President
 
David Lester is a Vice President at Northern Trust Global Advisors. Based in the Toronto office, David leads the asset management sales effort at Northern Trust in Canada. With a focus on providing innovative investment and outsourcing solutions to the marketplace, David will be working closely with pension plan sponsors, charitable organizations, and other institutional investors. David started his investment career in 1996 with a retail mutual fund company. Prior to joining Northern Trust, David spent 12 years at SEI, most recently as the Director of National Accounts where he lead the firm’s institutional sales and marketing efforts.

David has authored a range of articles on pension-related topics in addition to speaking at industry conferences. He is a past chair of the Ontario Regional Council of the Canadian Pension & Benefits Institute and is a member of the Toronto CFA Society.

David holds a Bachelors Degree in Mechanical Engineering from McGill University where he was awarded the British Association Medal for Great Distinction. David graduated from INSEAD in Fontainebleau France with distinction, where he received a Masters Degree in Business Administration.

 
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