- Summary & Methodology
- Provider Ratings
- Transition Manager Profiles
- Abel Noser
- BlackRock
- Citi
- Loop Capital
- Macquarie
- Northern Trust
- Pavilion
- Penserra
- Russell
- State Street
- Industry Trends
Past Surveys
Transition Manager Profiles
Penserra
| Total transitions rated | 33 |
| Total transition value ($MM) | $7,240 |
| Average transition size ($MM) | $482.7 |
CLIENT SCORES (1 = Low; 5 = High)
| Transition complexity | 2.76 |
| Level of disclosure | 4.06 |
| Importance of relationships | 4.44 |
| Importance of project mgt. | 4.38 |
| % of “excellent” ratings | 75% |
TRANSITIONS BY ASSET CLASS
| US equities | 94% |
| Non-US equities | 47% |
| Fixed income | 6% |
| Foreign exchange | 18% |
| Other | 0% |
| Complete inv. discretion | 100% |
| Independent audit provided | 0% |