Experience the Difference: Transition Management

Transition events are some of the most critical and complex challenges institutional investors face. Whether you’re moving into a new market, adopting a new strategy, rebalancing a portfolio, or adapting to personnel changes, the process can significantly impact returns.

Hands-On Attention and Personalized Solutions – For Any Transition

At CAPIS, we offer unparalleled expertise to help you minimize risk, control costs, and optimize execution. With customized solutions and a client-first approach, our team of experienced professionals can deliver a seamless transition.

Join some of the industry’s top-performing professionals and experience the difference for yourself.

Transition Management: The Basics

Transition management is more than just moving assets – it’s about making critical decisions that reduce risk and optimize performance during times of organizational change. Every detail matters.

Key Questions When Planning a Transition Event

  • Do I need a transition manager?
  • What can I do to prepare my portfolio for a transition event?
  • What analytics will my transition manager provide? 
  • What day/time is best to begin the transition?
  • What benchmark should I select to measure the success of the transition event? 

Key Reasons for Engaging a Transition Manager

  • Strategic expertise in managing complex transitions across markets and strategies
  • Custom solutions and tailored strategies aligned with your firm’s objectives
  • Detailed performance measurement with the right benchmarks to evaluate transition success

Related Resources

Navigate transition management with insights from CAPIS.

The Transition Management Checklist

We are pioneers in trading and commission management – and we never stop evolving. Watch this space for company announcements, research briefs, and insights on today’s trading landscape.

Key Success Factors in Timing a Successful Transition

Timing can make or break your transition event. Discover the key success factors that help ensure your transition happens on time and on budget.

How to Select the Proper Benchmark

How do you measure the success of a transition? The simple answer: a transition manager should identify the benchmark they believe is best well before the event occurs. Explore the most popular approaches investors use to evaluate their transition events.

Global Trading Solutions with CAPIS

Our trading services extend beyond transition management, offering trading services for U.S. equities, fixed income, portfolio trading, and more.

24/6

global trading desk

17

people

24

average years of experience

More Insights

Virtual Panel Discussion

Gain valuable insights from our panel of industry leaders, including [NAMES]. Hear their insights on how to effectively handle a transition and achieve optimal results.

Podcast Appearance: At the Forefront

Dive into the nuances of transition management with an episode of the “At the Forefront” podcast, featuring ______. Tune in to hear _____ and ____ discuss strategies, industry benchmarks, and success stories from real clients.

Experience the Difference: Start a Conversation Today

At CAPIS, we don’t just offer trading services. We provide expertise you can trust and a partnership designed to make the transition seamless, efficient, and fully aligned with your objectives.

From the very start of the engagement, we focus on addressing the unique risks and complexities presented by a transition event. Whether it’s maintaining superior execution results or ensuring full alignment with your strategies, our transparent, consultative process is tailored to help you succeed.

Transition events don’t have to be a leap into the unknown — they can be a step toward efficiency and growth. Let CAPIS guide you through the process.

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