2016 Transition Management Survey

Transition Manager Profiles


Abel Noser

Total transitions rated 37
Total transition value ($MM) $7,097
Average transition size ($MM) $338.0

CLIENT SCORES (1 = Low; 5 = High)

Transition complexity 3.08
Level of disclosure 4.50
Importance of relationships 4.40
Importance of project mgt. 4.35
% of “excellent” ratings 90%

TRANSITIONS BY ASSET CLASS

US equities 83%
Non-US equities 38%
Fixed income 21%
Foreign exchange 8%
Other 0%
Complete inv. discretion 90%
Independent audit provided 10%