Transition complex portfolios smoothly with our global trading expertise. Our transition management team combines risk mitigation techniques and robust project management to design custom solutions for unique portfolios.
Whether changing an asset manager or an investment strategy, asset turnover within an investment portfolio can be risky and expensive.
Northern Trust’s transition management team combines risk mitigation and project management along with global trading expertise to help you navigate through the process of change. We’ll help you implement large and complex changes to your portfolio with ease and confidence in today’s fast moving markets.
From start to finish, we will work closely with you to design a custom strategy for your portfolio. Receive deeper insights into the process – from pre-trade to post-trade – with our transparent reporting. Plus, get easy access to local expertise with our strategically located trading desks in Chicago, Hong Kong, London and Sydney.
Achieve a smooth and transparent transition of your portfolio, by relying on our 30+ years’ experience in managing transitions.
Focus on your core objectives. We’ll handle the details – from liaising with appropriate stakeholders to attending to administrative tasks, through a clear and auditable process.
Minimize the effect of change on your portfolio with our customized trading strategies. Our consultative approach takes into consideration your priorities as well as the broader landscape of asset liquidity and potential sources of risk.
Find the customized solution that’s right for you by leveraging our capital markets solutions and working closely with a dedicated team of industry specialists.
Control potential risks and associated costs while implementing your portfolio asset allocation with our expert risk mitigation techniques. Monitor expenses throughout the event through using our detailed cost analysis reports. Our experience in trading multiple asset classes will help you minimize the effects of:
Northern Trust’s heritage of risk management is built into our executions. We handle large, complex transitions with full transparency while minimizing risk and cost.
Keep a close watch on every aspect of your transition through our suite of transparent reports that include detailed timelines, participant checklists, pre- and post-trade analysis, and daily updates. Additionally, we can complete documentation on your behalf to help ensure required accounts are open and available at the appropriate times.
Receive full oversight of your transition from start to finish. Our service is reinforced by clear lines of responsibility and managerial oversight.
You can count on us for the long term. Northern Trust is committed to transition management by continuously investing in our technology, our capabilities and our people.
For more information about our Transition Management services, speak with your Northern Trust relationship manager or contact the team at firstname.lastname@example.org.
Craig Blackbourn is a Senior Vice President and EMEA Head of Transition Management. Craig is charged with the long-term strategy of the group, client management and day-to-day operations.
Craig has extensive transition management experience, joining Northern Trust in December 2016 from Nomura (formerly Lehman Brothers) where he was head of transition management in EMEA and Asia excluding Japan. Prior to this, Craig spent two years at BNP Paribas Securities Services. In the 12 years previous to joining BNP Paribas, Craig held a number of managerial roles within various functions for the Deutsche Bank Group, including Global Custody and Asset Management, from which the firm offered transition management services to institutional investors.
Overall, Craig has more than 23 years of industry experience and 17 years’ experience in the transition management arena, where he has overseen the execution of some of the most complex events undertaken in the industry.
Gavin Mashford works within the Northern Trust Capital Markets sales and relationship management team as a Specialist, Transition Management. Based in London Gavin’s role is to focus on transition management sales and distribution, whilst working closely with clients and the transition managers to provide relationship management through a restructure.
Gavin joined the transition management team in September 2013. Before joining Northern Trust, Gavin spent seven years at Deutsche Bank where his responsibilities included; covering client service solutions and market initiatives for the derivatives team, specifically with regard to OTC and their regulation.Gavin graduated from Lincoln University with a BSc Honours degree in 2001.
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Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, and personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to expert, institutional, professional and wholesale investors only and should not be relied upon by retail clients or investors. Issued in the United Kingdom by Northern Trust Global Investments Limited.