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The T Standard — 2.0
Transition measurement standard updated


Following its industry-wide use for more than five years, we have updated the T-Standard to reflect feedback we have sought from clients, providers and consultants. Input from clients, consultants, and other transition management providers indicated few changes were needed to this industry standard, but we did clarify ambiguities, expand reach into uncovered areas, and improve the level of transparency.

Enhancements to the T Standard:

 
  • More clarifying examples throughout the text.

  • Timing of different components of the performance period(s) is described in more detail.

  • Changes to the target portfolio during the implementation period are measured using the prior night's closing prices (T-1) prior to practical implementation of the target adjustment.

  • Increased transparency is provided through disclosure around the timing of the receipt of portfolio information and/or target portfolio changes.

  • Clarity is offered on the prices allowable for return calculation. Generally speaking, sources will be independent and disclosed, with calculation methodologies given in footnotes.

Ian Battye For specific questions about the updated T Standard and to learn about our capabilities in portfolio transitions, please contact Ian Battye at
+44-207-024-6344.

Available materials


T Standard 2.0:  New updated version

T Standard 2.0 with commentary:  New updated version with additional call-out commentary to highlight modifications

T Standard: Original version - The original document created in 2003


 

TM awards

 

Transition management brochure
 

Overlay services brochure



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