Transition Management

Ensure Transparency
Maintain Control
Mitigate Costs

Transition Management

In periods of weak earnings it is all the more important to avoid unnecessary costs and risks. Major portfolio restructurings, such as those that are typically required when switching asset managers, are particularly risky. Management of risk and performance may be hampered during the transition phase and costs may mount as a result.

Of these costs, only about 20% on average are explicit, while 80% are implied and difficult for investors to determine. This is where professional transition management comes into play: risk management and transparency can be guaranteed throughout the transition process and up to 60% of total costs saved.

Investors have repeatedly placed their trust in us, with 400 transitions totaling 142.9 billion euros. Clients can rely on first-class support in their transition from start to finish as well as seamless combination with our master KVG services (As of December 2025).

0

of the costs of restructuring are implicit – and therefore difficult for the investor to grasp.

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of the total costs can be saved through professional transition management and enable transparency and risk control.

As of December 2025

Role as Transition Manager

Services

Case Studies

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Contact

Dirk Grosshans

Head of Business Development DACH

+49 69 71043 539

dirk.grosshans@universal-investment.com

Frank Becker

Managing Director, Head of Relationship Management for Asset Owners & Asset Managers DACH

+49 69 71043 460

frank.becker@universal-investment.com