MAGNA's transition management program consists
of far more than an isolated trade during the normal course
of a trading session; we take on the role of fiduciaries and
intensely manage the process. The three primary areas of risks
that a plan sponsor encounters when trying to transition large
quantities of securities in a very short period of time are
tracking risk, impact and liquidity risk and information risk.
Tracking risk is the risk that the assets are being bought
for the destination managers outperform the assets that are
being sold before the transition is complete. Impact and liquidity
risk is the risk that the relationship between liquidity and
impact is unstable and subject to violent swings. Information
risk is the risk that information associated with a transition
is made know to the market.
In order to ensure a very smooth transition, we develop
a time-line schedule so that coordination of all of the moving
parts is clearly defined before the trading process begins.
Through sophisticated pre-trade analysis we can project the
total costs of transitioning portfolios versus the typical
costs of an un-managed transition and lay out the cost savings.
Through our ability to source liquidity, our sophisticated
trading systems and our experienced talent in this niche,
we create trading strategies designed to minimize market impact
while simultaneously capitalizing on market momentum. Our
post-trade analysis measures components of the Implementation
Shortfall and compares our performance to all applicable metrics
within the
asset class.
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