Tag: Transition Management

State Street Execs Depart Amidst Trading Cost Challenge

October 6, 2011 (PLANSPONSOR.com) - State Street Global Markets’ (SSgM) Ross McLellan and Edward Pennings – global head of SSgM’s portfolio solutions group and head of the Europe, Middle East and Africa solutions group, respectively – have left the company.


TABB Offers Insights for Transition Managers

July 21, 2011 (PLANSPONSOR.com) – In a survey of 105 public and private pension funds, endowments and foundations across the United States and Canada, nearly 40% of the investment officers contacted told TABB Group that they sought the advice of an investment consultant when selecting a transition manager.

Typical Measurements not Only Gauge of Transition Management Success

June 30, 2011 (PLANSPONSOR.com) - Institutional investors should review information that goes beyond the typical scorecard that they use, called the “implementation shortfall,” when they gauge the success of changing the asset allocation of a portfolio or switching asset managers, according to a new study from Mellon Transition Management (MTM).

ConvergEx Adds West Coast Sales Exec

March 29, 2010 (PLANSPONSOR.com) - ConvergEx Group, a provider of investment technologies and execution solutions to institutional clients worldwide, has beefed up its West Coast sales presence.

Northern Trust Issues Transition Management Analysis

October 27, 2009 (PLANSPONSOR.com - Northern Trust has introduced a new pre-trade analysis report for transition management designed to help institutional investors evaluate the potential costs and risks of switching investment managers or changing asset allocation policy.

Transitions Down, But Managers Expand Role

July 22, 2009 (PLANSPONSOR.com) - In PLANSPONSOR's 2009 Transition Management Survey, fewer than three-quarters (72.9%) of some 561 plan sponsor respondents said they had completed transition trades during 2008, compared with nearly 90% the year before.

GSAM Unveils Transition Management Unit

April 2, 2009 (PLANSPONSOR.com) - Goldman Sachs Asset Management (GSAM) has launched a Transition Management Group, which it said teams transition professionals with GSAM's Financial Solutions Group.