- 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
BlackRock
| Total transitions rated | 32 |
| Total transition value ($MM) | $16,292 |
| Average transition size ($MM) | $1,163.7 |
CLIENT SCORES (1 = Low; 5 = High)
| Transition complexity | 3.19 |
| Level of disclosure | 4.47 |
| Importance of relationships | 4.12 |
| Importance of project mgt. | 4.48 |
| % of “excellent” ratings | 86% |
TRANSITIONS BY ASSET CLASS
| US equities | 69% |
| Non-US equities | 69% |
| Fixed income | 25% |
| Foreign exchange | 19% |
| Other | 0% |
| Complete inv. discretion | 75% |
| Independent audit provided | 0% |