- 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
State Street
| Total transitions rated | 15 |
| Total transition value ($MM) | $2,757 |
| Average transition size ($MM) | $306.3 |
CLIENT SCORES (1 = Low; 5 = High)
| Transition complexity | 3.07 |
| Level of disclosure | 4.20 |
| Importance of relationships | 3.93 |
| Importance of project mgt. | 4.34 |
| % of “excellent” ratings | 25% |
TRANSITIONS BY ASSET CLASS
| US equities | 100% |
| Non-US equities | 86% |
| Fixed income | 50% |
| Foreign exchange | 43% |
| Other | 0% |
| Complete inv. discretion | 67% |
| Independent audit provided | 0% |