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Transition Management

Full Service Fiduciary Transition Management

Since 1998, Credit Suisse Transition Management ("CSTM") has provided its global clients with full service, fiduciary transition management across all assets and all regions.

 By marrying the fiduciary standard of care of an asset manager with the direct execution platform of the world’s leading agency trading counterparty, CSTM provides its clients with the people, platform, and know-how to navigate the most challenging transitions.

Transition Management provides all facets of transition management including Extended Fiduciary Transition Management, interim investment management, and beta implementation and management.

CSTM 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.

 

The Credit Suisse Transition Management Solution:  A Higher Standard of Care

CSTM’s approach to transition management is simple:  provide your clients with the highest standard of care achievable in risk management, project management and execution – and then leverage the world’s highest rated and top volume agency execution platform to efficiently transform ideas into results. CSTM helps its clients thrive by providing a higher standard of care that extends to every single transaction executed on our client’s behalf.

 

Awards

CSTM achieved the following accolades from the Global Investor Transition Management Survey 2010 and the Plan Sponsor Transition Management Survey, which include responses from over 400 pensions, endowments, foundations and consultants.

Global Investor Transition Management Survey  

  • #1 Transition Manager in Americas
  • #1 in Relationship Management
  • #2 Transition Manager Overall
  • #2 Transition Manager for Asset Managers
  • #2 Transition Manager for Pension Plans

Plan Sponsor Transition Management Survey  

  • Top Rated for Global Execution
  • Best in Class Analytics and Project Management


 

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Awards and Recognition

Global Investor's ISF Transition Management Survey 2011

#1 in Equities Transition Management in Asia Pacific and Americas