Transition Management

Credit Suisse is the premier provider of customized transition management services for complicated multi-asset and multi-manager transitions. The Transition Management team is well known in the industry for providing innovative, creative solutions for complex transitions. Credit Suisse's superior results in transition management are facilitated by proprietary state-of the-art risk management tools. AES® & PHD® Trading Strategies are combined to maintain the integrity of the portfolios, minimize risk and reduce implementation costs.

  • Advanced Execution Services (AES®) , ranked as the best algorithmic trading platform for three consecutive years, provides inherent liquidity and minimizes the potential costs of transitions.
  • Our industry-leading product, Portfolio Hedging Device (PHD®), delivers customized, superior risk management.

AES® & PHD® Trading Strategies are combined to maintain the integrity of the portfolios, minimize risk and reduce implementation costs.

We specialize in the following active and passively managed asset classes:

  • Global Developed & Emerging Markets Equity
  • U.S Equity - Smallcap, Midcap, Small to Mid, Microcap and Large Cap
  • Canadian Equity
  • Global Currency transitions
  • U.S & Global Fixed Income transitions

Transition Management - What Sets Us Apart:

Business model

  • Integrity
  • Transparency
  • Risk management
  • Capital commitment
  • Unified settlement team across asset classes

People

  • Experienced, dedicated team in New York, London and Tokyo and Hong Kong

Access to liquidity

Awards

  • "Institutional Investor," 2005 - #1 in Algorithmic Trading
  • "Institutional Investor," 2005 - #1 in High Yield Research
  • "Financial News," 2005 - #1 in Algorithmic Trading System
  • "Seventh largest global asset manager" - P&I/Watson Wyatt Survey

Who Uses Transition Management?

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Operational Command and Control

  • Project Management: The transition manager's role is to act as the single reference point and communication center for all facets of the transition.
  • The transition manager coordinates among all internal and external groups.

Risk Management Approach

  • Sample Fixed Income Client Risk Report
  • Our Trading Strategies Leverage Multiple Sources of Liquidity
  • Extensive crossing and liquidity opportunities provide cost-effective transitions.
  • We execute 10 percent of the NYSE average daily trading volume.
  • Credit Suisse is an industry leader in research and intelligent problem solving.

Our credentials reflect our experience:

The Street's #1 High Yield Transition Manager

  • Credit Suisse offers more liquidity than anyone else on the Street
  • Massive secondary flow leads to the best chances to cross transition orders with existing customer flow, thus lowering costs
  • Top-ranked issuance, research, sales and trading desks bring clients access to more issues than any other provider
  • Client confidentiality is paramount - Our business model eliminates the need for bid lists and therefore information leakage
  • Credit Suisse's long-term dedication to high yield supports credit through the maturity of the bond, benefiting plan sponsors
  • Dedicated client service representative to guide and educate client throughout the transition
  • Credit Suisse will mitigate risk by simultaneously buying and selling desired securities, reducing opportunity cost

Our sophisticated trading tactics provide superior risk management. As direct members of 98% of the markets worldwide, Credit Suisse reduces implementation costs and settlement risk.