Transition Management Conference

Managing a transition is always a difficult logistical challenge -- and rarely anyone's first priority

While it is true that both asset allocation and fee negotiation have the greatest cost implications for pension plans, transition management is the third largest determinant of cost. And although costs have dropped significantly in the past decade, a poorly executed transition can cost a fund dozens or even hundreds of basis points. Any basis points lost in trade execution during a transition will need to be made up by the new managers, putting undue pressure on manager and plan alike.

This P&I conference tackles the subject head-on, discussing the familiar and the unfamiliar. Topics covered include:

• The benefits of using a transition manager
• How to migrate domestic assets to the international arena
• The key steps for completing a transition successfully
• The fiduciary issue
• Equity versus fixed income transitions
• The importance of understanding algorithmic trading
• The T-Standard best practice methodology
• Transition management assessment and evaluation