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. Since 1987, Northern Trust Securities (NTSI) has helped clients of all types manage both the direct and indirect costs of transitioning portfolios.
We offer a distinctive, personalized approach to transition management that can support any asset class and that minimizes both the direct and indirect costs associated with a portfolio restructure.
We create and execute customized 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’ve 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 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.
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.