Skip to main content

Main menu

  • Latest
  • Content
    • Archive
  • About
    • About the Guides
    • About IIJ
  • Information for
    • Advertisers and Sponsors
    • Institutions
  • Events
  • Institutional Investor Journals: Home
    • The Journal of Alternative Investments
    • The Journal of Derivatives
    • The Journal of Fixed Income
    • The Journal of Index Investing
    • The Journal of Investing
    • The Journal of Portfolio Management
    • The Journal of Private Equity
    • The Journal of Retirement
    • The Journal of Structured Finance
    • The Journal of Trading
    • The Journal of Wealth Management
    • Practical Applications
  • Follow IIJ on LinkedIn
  • Follow IIJ on Twitter
  • Like IIJ on Facebook

User menu

  • Register
  • Subscribe
  • My alerts
  • Log in

Search

  • Advanced search
IIJ Guides
  • Institutional Investor Journals: Home
    • The Journal of Alternative Investments
    • The Journal of Derivatives
    • The Journal of Fixed Income
    • The Journal of Index Investing
    • The Journal of Investing
    • The Journal of Portfolio Management
    • The Journal of Private Equity
    • The Journal of Retirement
    • The Journal of Structured Finance
    • The Journal of Trading
    • The Journal of Wealth Management
    • Practical Applications
  • Register
  • Subscribe
  • My alerts
  • Log in
IIJ Guides

IIJ Guides

Advanced Search

  • Latest
  • Content
    • Archive
  • About
    • About the Guides
    • About IIJ
  • Information for
    • Advertisers and Sponsors
    • Institutions
  • Events
  • Follow IIJ on LinkedIn
  • Follow IIJ on Twitter
  • Like IIJ on Facebook
Article

Code of Best Practice for Transition Managers: The T-Charter

Graham Dixon, Rick Di Mascio and Lisa A Manuele
Trading Summer 2009, 2009 (2) 28-32
Graham Dixon
is a director at Inalytics Ltd. in London, U.K. gdixon@inalytics.com
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Rick Di Mascio
is founder & chairman at Inalytics Ltd. in London, U.K. rick@inalytics.com
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
Lisa A Manuele
is president & CEO at Inalytics Ltd. in New York, NY. lmanuele@inalytics.com
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • Article
  • Info & Metrics
  • PDF
Loading

This article requires a subscription to view the full text. If you have a subscription you may use the login form below to view the article. Access to this article can also be purchased.

Abstract

In response to demands by Pension Funds in the UK and Europe, best practice standards have been adopted for Transition Managers through the T-Charter initiative since 2007. Throughout the Transition Management industry, regardless of their business model of investment bank/broker, custodian, investment manager or consultant, all Transition Managers now work under a common code of operation and reporting. This cooperation was achieved after more than two years of discussion among the participant providers (numbering 17). In 2008, the National Association of Pension Funds (UK) recommended the full adoption of T-Charter Standards to all Pension Funds when mandating Transition Managers. Also in 2008, the T-Charter received further recognition in North America when the publication “Operations Management” gave the Best Teamwork 2008 Award to the T-Charter signatories.

In the United States, despite the protection and guidance afforded by ERISA and its call to adherence of standards of Fiduciary protection, Pension Funds are often left wondering if they have received best practice results largely due to the lack of transparency and standardization of both process and reporting.

The T-Charter history recalled in this article illustrates that standardized codes of practice and reporting can be achieved by a diverse community of providers to the mutual benefit of the Transition Managers and their Pension Fund clients.

  • © 2009 Pageant Media Ltd
View Full Text

Log in using your username and password

Forgot your user name or password?

Purchase access

You may purchase access to this article. This will require you to create an account if you don't already have one.
PreviousNext
Back to top

In this issue

Trading: 2009 (2)
Transition Management Guide
Vol. 2009, Issue 2
Summer 2009
  • Table of Contents
  • Index by author
Print
Download PDF
Article Alerts
Sign In to Email Alerts with your Email Address
Email Article

Thank you for your interest in spreading the word on IIJ Guides.

NOTE: We only request your email address so that the person you are recommending the page to knows that you wanted them to see it, and that it is not junk mail. We do not capture any email address.

Enter multiple addresses on separate lines or separate them with commas.
Code of Best Practice for Transition Managers: The T-Charter
(Your Name) has sent you a message from IIJ Guides
(Your Name) thought you would like to see the IIJ Guides web site.
Citation Tools
Code of Best Practice for Transition Managers: The T-Charter
Graham Dixon, Rick Di Mascio, Lisa A Manuele
Trading Jun 2009, 2009 (2) 28-32;

Citation Manager Formats

  • BibTeX
  • Bookends
  • EasyBib
  • EndNote (tagged)
  • EndNote 8 (xml)
  • Medlars
  • Mendeley
  • Papers
  • RefWorks Tagged
  • Ref Manager
  • RIS
  • Zotero
Save To My Folders
Share
Code of Best Practice for Transition Managers: The T-Charter
Graham Dixon, Rick Di Mascio, Lisa A Manuele
Trading Jun 2009, 2009 (2) 28-32;
Permalink:
del.icio.us logo Digg logo Reddit logo Twitter logo CiteULike logo Facebook logo Google logo LinkedIn logo Mendeley logo
Tweet Widget Facebook Like LinkedIn logo

Jump to section

  • Article
    • Abstract
    • THE T-CHARTER’S 10 GUIDING PRINCIPLES
    • T-CHARTER ENDORSEMENT
    • TRANSITION MANAGEMENT-THE FUTURE
  • Info & Metrics
  • PDF

Cited By...

  • No citing articles found.
  • Google Scholar

More in this TOC Section

  • Managing Liquidity: The OEMS Debate
  • In Search of a Better Market
  • Foreword
Show more Article

Similar Articles

II Journals
1120 Avenue of the Americas
New York, NY 10036

Stay Connected

  • Follow IIJ on LinkedIn
  • Follow IIJ on Twitter
  • Like IIJ on Facebook

ABOUT US

  • Home
  • About IIJ
  • Nobel Laureates
  • Events
  • Awards
  • Careers

OUR OFFERINGS

  • Permissions and Reprints
  • Digital Journal Archives

GET INVOLVED

  • Advertise or sponsor
  • Publish your work
  • Subscribe
  • Agents

CUSTOMER SERVICE

  • Contact Us
  • FAQ's
  • Feedback
  • Publishing Schedule 2017/2018
  • Code of Ethics
  • Subscribe Now
  • Log In

© 2018 Pageant Media Ltd | All Rights Reserved

  • Site Map
  • Terms & Conditions
  • Privacy Policy
  • Cookies