Transition management

Transitions help schemes get to where they want to be

Changes to investment strategy and asset transitions can prove costly if they’re not well planned and managed. Even the smallest oversight can lead to significant losses.

During periods of significant market shifts, transitions will bring investment assets back in line with any strategic changes made.

Because transitions involve large sums of money – potentially hundreds of millions of pounds – trustees need to be able to place their trust in the people who are moving their scheme’s funds.

How can First Actuarial help?

When trustees decide to make changes to their investments, we help them transition their assets from one strategy to another while managing the risk.

When managing a transition, we:

  • Draw up a plan, setting out the steps required to reach the target portfolio
  • Identify all risks within the plan, and detail how we propose to mitigate them
  • Follow defined processes, both internally and with third parties, to minimise errors
  • Minimise transaction costs and keep overall costs in line with expectations
  • Monitor on a regular basis, making sure all activities proceed as planned.

Throughout the process, our transition specialists work closely with the wider investment team to

  • Agree the best way of transitioning the portfolio
  • Formalise any changes, to prevent any misunderstanding or miscommunication
  • Make any refinements to the investment strategy, keeping the client fully informed.

Why choose First Actuarial?

In recent years, our transitions team has grown many times over as demand for our services has increased. We put our ongoing success down to a number of factors:

Our team has decades of transitions experience

We have a dedicated team, led by specialists with decades of experience in managing transitions across a wide range of investment managers and asset classes. Our team oversees around 100 exercises in a typical year, transitioning in excess of £500m of assets.

Our processes make transitions as straightforward as possible

We do everything we can to make the transition process as clear and simple as possible for trustees, managing the complexities and providing clarity at all times. Our robust processes are well designed, efficient, and proven over years of successful transitions.

We charge fair, competitive fees

Our competitive fees often surprise our trustees as they come to appreciate our robust processes and unrivalled specialist expertise. But with no external shareholders to answer to and no target chargeable hours to meet, our advisers can charge a fair price for every transition.

We assign experienced advisers to every scheme

With experienced and knowledgeable advisers assigned to even the most modest-sized scheme, we can provide quality advice much more quickly.This is something our clients particularly appreciate.

Get in touch

Get in touch with one of our transition managers to discuss how we can help you.

Investment briefings

We produce regular briefings to update trends on the latest market developments.

Our consultant is exceptionally good and his explanations are ‘down to earth’, and he demonstrates a good understanding of trustees’ needs.

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