Transition Management

Direct Access Partners serves pension plans, foundations and endowments, and other institutional investors with transition management services in a variety of asset classes.  Looking to rebalance your portfolio? Adjust asset allocation? Hire or terminate an investment manager? We can help you make the transition without sacrificing quality, professionalism, or oversight.

Why choose Direct Access Partners?

Our pre- and post-trade analytics optimize your basket and program trading, by:

• Identifying high-risk orders
• Predicting the market impact and estimated cost of trades across various time horizons
• Analyzing “algorithmic suitability,” an indicator of the likelihood that a trade will cause your portfolio to vary significantly from benchmarks
• Estimating portfolio correspondence to benchmarks for various time-to-trade-completion scenarios