Transition Management

BlackRock has been helping clients shift allocations and implement new investment strategies since 1995. Our goal is to manage transitions cost-effectively and with minimal disruption to portfolios. We offer a full suite of transition services ranging from comprehensive cost analysis to advisory services and interim asset management, to full fiduciary transition service management. We can also provide securities lending, futures and currency overlays, proxy/corporate actions services and cash management.

Our dedicated transition management team seeks to help investors minimize costs through access to liquidity; manage multiple sources of transition risk; centralize the point of accountability for change; and provide transparency via pre- and post- transition cost reporting.

Why BlackRock for Transition Management?

Trust and transparency

For nearly two decades, we have acted as a fiduciary—for all client and asset types—never trading as a principal on our own behalf. We earn revenue only through commissions or fees fully disclosed to clients prior to the transition.

Experience and expertise

Our global team of more than 50 investment professionals (as of 9/30/16) works closely with clients and consultants in efforts to deliver strategies aimed at preserving portfolio assets throughout the transition process.

Global presence and scale

With more than 70 offices in 24 countries (as of 9/30/16), BlackRock has a strong presence across the industry, and our access to liquidity may translate into lower transaction costs for clients. We maintain confidentiality in the transaction activity of our clients and seek to reduce information leakage risk through our scale.

Disciplined risk management: We manage four dimensions of risk throughout a transition: exposure, execution, process and operational risk. Our culture of risk awareness and innovative risk management reporting tools support a global team of dedicated risk professionals. When we take risk, we make sure it is deliberate, diversified and appropriately scaled for each portfolio.