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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, advisory services, to full fiduciary transition management.

Our fully 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.

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Trust and transparency

For over 30 years, we have served as a fiduciary for all clients and assets, never trading on our own behalf and always disclosing all fees upfront.
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Experience and expertise

Our global team of 50+ investment professionals collaborates with clients and consultants to deliver strategies that preserve portfolio assets during transitions.
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Global presence and scale

24-hour global agency trading platform with extensive ability to source liquidity with access to over 335 venues and brokers.

Examples of investment change where our transition management team can help

An illustrative examples of investment change where our transition management team can help

A governance structure for implementation

An illustrative example of our 4-step governance structure for implementation

Source: BlackRock, September 2024, for illustrative purposes only.

Our service model

An illustration of our service model

The service model is subject to change and provided for illustrative purposes only. There is no guarantee that a positive investment outcome will be achieved.

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Our team

Tahmimm Hassan
Head of APAC Transition Client Solutions
Patrick Fanning
APAC Transition Client Solutions