TRANSITION MANAGEMENT

Whether it's a shift in asset allocation, a change in investment style, or the hiring of a new manager, CAPIS can help with your transition. Our commitment to superior execution, coupled with an unwavering focus on risk management and client communication, makes CAPIS the transition manager of choice for public plans, endowments and foundations, and consultants alike.

CAPIS's award-winning transition management team is dedicated to providing individualized attention to meet your specific transition needs. As one of the largest independent transition managers in the industry, we have developed a highly coordinated, customized transition process to minimize cost and manage market impact resulting from changes in asset allocations. No matter what the size of the transition event, the CAPIS team provides hands-on attention and personalized solutions.

Our transition management team provides:

• A Single Point of Contact - to coordinate all aspects of the transition.
• Proprietary Analytics - pre-trade and post-trade analysis ensures a successful transition event. To request a sample pre and post trade report, please click here.
• Customizable Execution Strategies - individual strategies to meet your specific needs.