Transition Services

Goldman Sachs’ Transition Services Group leverages the firm's leadership in global research, trading and process management to address the distinct financial and operational risks that portfolio transitions pose in increasingly complex markets. By providing superior service and transparency, we build trust with every transaction while providing our clients with access to our broad experience across a range of investment and implementation strategies.

Regardless of transaction size, our approach addresses a number of critical factors for a successful transition:

A single point of contact throughout the entire process. Each member of the transition team cultivates close client relationships and provides a single point of contact throughout the entire firm.

A commitment to protecting client information. We recognize the risk of information leakage to any transition, and we have structured ourselves to minimize this risk. For all asset classes, Goldman Sachs maintains certain information barriers between different areas of the firm, as appropriate, to minimize access by divisions and groups that are not authorized to view this information. While preparing to execute your transition, we employ various methods such as password protection and file encryption to protect your information within the firm and in the marketplace.

A transparent process from start to finish. We promote active and open participation with our clients throughout the transition process to ensure that the needs of our clients – and the interests of their beneficiaries – are protected. We aim to simplify the transition process, minimize costs, mitigate risk and allow clients to compare results against numerous industry benchmarks.