BlackRock Winner
BlackRock made its mark as a transition management services provider for large OCIO managers in the US. In the past year, BlackRock’s US Transition Management (TRIM) team added over 15 clients and launched offerings including the Custom Liquidity Beta Solutions (CLBS) and Tactical Investment Accounts (TIA) portfolios.

CLBS uses baskets of ETFs and futures to replicate total investment policy exposures, including equities, fixed-income, commodities, and real estate, TIA gives select clients the ability to gain specific exposure to equities, fixed-income, and commodities through ETFs, treasuries, and futures, according to the firm. “Transition management is critical to many of our clients, and we are proud to be able to combine our experience and trading capabilities together with state-of-the-art technology and risk analytics [within the Aladdin platform] to provide an innovative offering,” says Paul Francis, managing director and head of BlackRock’s US TRIM team.

Transition Management Finalists

• Citi

• Northern Trust

• Russell Investments

• State Street