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Risk and Impact Analytics

Are you optimizing your risk management? We can help.

You can’t avoid the risk inherent in a transition, but with the right partner you can reduce the risk your portfolio is exposed to. Our global transition management team is the experienced and client-focused partner you need.  We are able to help you recognize the risks—execution, operational, investment and currency—and provide you with the resources and solutions necessary to reduce those risks.

We will help you develop and execute an effective, customized transition strategy to:

Measure Risk— We understand how complex the process of portfolio transition is and how critical measurement is to achieving your goals. We can pinpoint potential sources of risk using measurements that begin with calculating the tracking error between the target and legacy portfolios and then identifying this measure at the asset, country and industry levels.

Offset Risk with Hedging Strategies — We will employ hedging strategies to mitigate your risk when immediate entry into the target structure is not possible and you’re exposed to a large degree of opportunity cost. Based on your requirements and preferences, as well as the asset value you’ve invested, the time period those assets would require at that exposure, and the cost comparison of each alternative product, we will work with you to select an appropriate vehicle to provide exposure.