Managing Portfolio Change: Understanding the benefits of a transition manager

Your panel:

Chris Adolph, Director of CPS EMEA, Russell Investments

Chris Adolph is Director of Customized Portfolio Solutions for the EMEA region. Chris focuses primarily on Russell Investments’ broad implementation service capabilities. In addition, Chris acts as a primary specialist during transition events, with responsibilities that include the development of transition strategies, their efficient execution and, in conjunction with sales and client service, the development of the post-transition client deliverable.

Chris joined Russell Investments in November 2009 and has over 18 years’ transition management experience. He headed up the EMEA transition team at UBS in 2007, following four years as a senior transition manager at State Street.

Chris has over 30 years of investment management experience, including over 10 years at First Quadrant L.P. where he was director of trading, overseeing mainly the asset allocation strategies and managing global equity, fixed income, derivative and currency trading.

Dan Edwards, Head of Asset Transitions, Isio

Dan has 23 years’ experience in the investment industry (with 17 of these focussed on asset transitions) and was formerly the Head of Transitions at WTW.

Dan manages a team of 8 specialists who plan asset transition projects for our clients.

Dan is also is responsible for maintaining and updating the processes we follow to ensure risk is reduced to a minimum when carrying out asset transition projects for our clients.

Graham Cook, Responsible Investment Strategy Lead, Phoenix Group

A deeply experienced investment professional across the investment process, with particular expertise in the efficient implementation of investment strategies and the incorporation of sustainability.

I am an active member of the CFA community, and served as vice chair of the local member society, CFA UK 2018-21, with a long and close involvement in education activities and initiatives.

I am deeply committed to supporting the investment profession deliver on its social purpose and play a full role in addressing climate change, and so honoured to be part of CFA UK’s Sustainability Working Group looking at this very issue.