A transition management service designed for preservation of capital.

At TD Asset Management, transition management is an integral part of our full-service investment management business. We believe the most efficient way to transition a portfolio is through in-depth planning and risk assessment with controlled progression in both associated costs and risks supported by effective project management.

Our capabilities are greatly enhanced by our day-to-day knowledge of the trading characteristics of markets around the world. This knowledge comes from our expertise in managing complex index and quantitative portfolios, which hold a full array of securities including small- and large-cap, value and growth, liquid and illiquid securities.

The transition management service is designed for investors seeking to transition any legacy portfolio to a new manager. TDAM aims to preserve capital through an effective risk controlled execution and provide full transparency in reporting.