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Transition Management: Seeking to Minimize Pension Plan Trading Costs (PDF) Segal Advisors ![]() Nov. 1, 2005 4 pages. Excerpt: This issue discusses transition management, the process of using a third party to systematically move assets from one portfolio to another while attempting to minimize the costs and risks associated with making the change. As noted, transition management is a growing segment of the investment industry. Transition managers are actively marketing their services to pension plan sponsors. |
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