Whether changing managers or changing investment strategy, restructuring a portfolio incurs both expense and risk. Engaging an independent transition management specialist can bring discipline and accountability to the process. Northern Trust Securities LLP helps clients of all types manage both the direct and indirect costs of transitioning portfolios.
We offer a distinctive, personalised approach to transition management that can support any asset class and that minimises both the direct and indirect costs associated with a portfolio restructure.
We create and execute customised strategies for each transition event – rooted in your current portfolio, your target portfolio, and your specific goals and objectives.
Turn to Northern Trust for a transition processing that offers:
We met or beat our pre-trade estimates on 95.7% of the transitions we have executed in the past five years.
We listen and consult with you to understand the context and objectives around the transition: overall allocation, benchmark and manager changes, timing concerns and risk restrictions.
Northern Trust has institutional brokerage offices in Chicago, New York, London, Sydney, and Hong Kong.
For more information about our Transition Management services, speak with your Northern Trust relationship manager or contact Ben Jenkins.
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.
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 more information, read our legal and regulatory information about individual market offices.
For Asia-Pacific markets, this material is directed to expert investors and professional investors only and should not be relied upon by retail investors.