We are pleased to share that Bryan Gibbs, SVP and Director of Transition Management at CAPIS was recently featured in a recent episode of At the Forefront: Fintech Conversations.
Sitting down with Forefront, Bryan discusses the role of a transition manager, key considerations when planning a transition event and what a transition plan could look like in practice.
Bryan gives a brief overview of transition management, describing the practice as assisting with the restructuring of asset allocations with the goal of minimizing costs and risk. Through a pre-trade analysis of assets and a thorough understanding of the client’s goals, transition managers provide the expertise to help clients navigate a transition event and reach their individual goals, whether moving into a new market or rebalancing a portfolio.
He then discusses some of the most important factors firms should consider when determining whether to engage a transition manager, and the most important steps clients can take pre-trade to set themselves up for success. Bryan unpacks insights on the various cost considerations in a transition event, examining both explicit costs (commissions and fees) and implicit costs (spreads, market impact, volume and volatility).
Watch the full video below to gain the full insights and visit CAPIS’ Transition Management Resource Center for more.
