Institutional TradingTransition Management
Direct Access Partners provides pension plans, foundations, endowments and other institutional investors customized transition management services in a variety of asset classes.
This offer can minimize the implementation costs and market impact, all while keeping the focus on managing risk during shifts in asset allocations, manager changes and the rebalancing of existing assets. In conjunction with our affiliates, we provide the management and operational oversight of the process as well as a thorough pre and post-trade analysis. Funds requiring participation by a certified emerging/minority firm can satisfy that mandate without sacrificing quality, professionalism and expertise with “hands-on” oversight in each transition.
Pre/Post Trade Analytics:
For transition management or portfolio rebalancing, Direct Access Partners provides our clients with powerful pre-trade analytics for the optimal trading of large lists and baskets of stocks while allowing them to identify and concentrate on high-risk orders. The analytics will provide:
- A numerical ranking of trading difficulty derived from advanced trade pattern analysis.
- Market impact – which includes the estimated cost of trading across different time horizons.
- Algorithmic suitability – which includes an indication of the likelihood of slippage from a benchmark.
- The estimated time to trade completion corresponding to varying percentages of market participation.