In periods of weak earnings it is all the more important to avoid unnecessary costs and risks. Major portfolio restructurings, such as those that are typically required when switching asset managers, are particularly risky. Management of risk and performance may be hampered during the transition phase and costs may mount as a result.
Of these costs, only about 20% on average are explicit, while 80% are implied and difficult for investors to determine. This is where professional transition management comes into play: risk management and transparency can be guaranteed throughout the transition process and up to 60% of total costs saved. See more under Services.
How have the liquidity and tradability of individual asset classes developed in these times? What does this mean for investors who want to restructure their portfolios? Thomas Casper provides the answers.
Universal-Investment has extensive expertise in transition management, with more than 15 years’ experience in the sector. Investors have repeatedly placed their trust in us, with 304 mandates and a volume of around 102 billion euros (as of September 2021). Clients benefit from first-class transition management from start to finish, in seamless combination with our master KVG services.
Transition solutions are tailored to our investors’ individual needs and to their portfolio. The scope of services offered by Universal-Investment and our role vary as follows:
Universal-Investment comprehensively manages a transparent transition with focus on best execution.
Universal-Investment advises, manages and directs on behalf of its clients: we co-ordinate both the selection of highly-specialised, external transition managers and the measures implemented.
Universal-Investment helps investors to mitigate costs and risks by supporting them throughout a switch of asset managers.
Let’s talk about how we can optimise the transparency, control and costs of your portfolio restructuring. We look forward to sharing our ideas with you.