Transition management. Unbiased transparency.

CAPIS’ seasoned transition management team is dedicated to providing you with the individualized attention that is essential to carrying out a successful transition event, no matter how big or small.

Whether there has been a shift in asset allocation, a change in investment style, or the hiring of a new manager, CAPIS can help streamline the process of your transition event.

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.

Public plans, endowments and foundations, and consultants entrust their transition needs to CAPIS because of our commitment to superior execution, as well as our unwavering focus on risk management and client communication.

The CAPIS transition management team provides:
  • A single point of contact to coordinate all aspects of the transition
  • Proprietary analytics to assess pre- and post-trade performance
  • Customizable execution strategies to ensure that your event is well-coordinated, individualized to your specific needs, and most of all successful.

No matter the size of the transition event, the CAPIS team provides hands-on attention and personalized solutions.