- 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
Russell
| Total transitions rated | 53 |
| Total transition value ($MM) | $5,434 |
| Average transition size ($MM) | $418 |
CLIENT SCORES (1 = Low; 5 = High)
| Transition complexity | 3.50 |
| Level of disclosure | 4.46 |
| Importance of relationships | 4.10 |
| Importance of project mgt. | 4.17 |
| % of “excellent” ratings | 50% |
TRANSITIONS BY ASSET CLASS
| US equities | 100% |
| Non-US equities | 80% |
| Fixed income | 20% |
| Foreign exchange | 20% |
| Other | 2% |
| Complete inv. discretion | 92% |
| Independent audit provided | 38% |