Equity and Fixed Income Transition Management

At Abel/Noser, we believe that the coordination of experience and technology is fundamental to achieving optimal transition results. We emphasize communication during all phases of the process. Communication (not just reporting, but communication) throughout the process is essential to understanding and achieving the client's goals.

In addition, we feel we are uniquely positioned to operate in the transition management marketplace. The success or failure of a transition, after all, is largely a function of the broker's ability to minimize transaction costs. Abel/Noser has been in the business of analyzing transaction costs for over twenty years. We are one of the world's leading providers of Transaction Cost Analysis, serving over 500 Plan Sponsors. We approach each transition knowing it is going to be measured, and we have built our trading desk from the ground up with one goal in mind: to consistently deliver measurably better executions.

We strive to be a full-service transition manager, not just an instrument of best execution. We feel that our team can effectively help a Plan Sponsor avoid some of the pitfalls that can crop up in the early phases of the transition process. We believe we can add value in the planning stages as well as in the implementation stage.

Pre-Trade Sample Reporting
Post-Trade Sample Reporting

The Parallel Evolution of Fixed-Income and Equity Transition Management
The Journal of Investing — Summer 2011

Cross Trades in the Transition Management Marketplace
Institutional Investor Journals’ Guide to Transition Management — Summer 2009

Abel Noser Liquidity Study
September 2009

For More Information

Contact Peter Weiler at 800-322-2610 for information about Plan Sponsor Services

Europe

Nupen Shah
E-mail: nshah@abelnoser.com
Tel: +44(0)8707 151011

Support

Ian Leverich
AVP, Client Services
Abel Noser Corp.
One Battery Park Plaza, 6th Floor
New York, NY 10004
Tel: (646) 432-4168
Fax: (212) 825-1417