| Merrill Lynch Transition Analytics |
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Managing a portfolio transition, whether due to rebalancing, manager
change or asset re-allocation, is one of the most important issues
a plan sponsor can face. Merrill Lynch, a trusted global leader
in transition management, can provide you with a premier, end-to-end
service to help manage the risk and minimize the cost of transferring
investment portfolios.
Key Advantages
Structure - Our combination
of local access to global liquidity and the investment skills
of one of the world's largest fiduciaries presents a uniquely
deep and broad platform of transition resources.
Superior Liquidity - As one
of the world's largest traders of global securities, we are able
to leverage this liquidity on behalf of our transition clients
to achieve best execution at the lowest possible price.
World-Class Analytics - Gain
access to many of the same risk management analytics, software
tools and applications that our sales and trading professionals
use.
Sophisticated Trade Execution Systems - The transition team has developed real-time, state-of-the-art
risk management and trade execution systems. Our industry leading
analytics package guides trading along an efficient frontier.
Coordinated, Customized Trade Process
We manage cost and risk together, not in isolation, using advanced
quantitative and mathematical portfolio models to develop and
implement an optimal trading schedule for each transition.
Expertise in "Difficult" Asset Classes
We have earned a reputation for effective cost containment and
risk management of transitions involving small cap, international,
emerging market and less-liquid securities.
Experience and Trust
Our dedicated team of transition professionals has been in place
for more than a decade and is led by senior managers, who average
nearly 20 years of experience in portfolio trading and transition
management.
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