- 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
Citi
| Total transitions rated | 26 |
| Total transition value ($MM) | $5,300 |
| Average transition size ($MM) | $883.3 |
CLIENT SCORES (1 = Low; 5 = High)
| Transition complexity | 3.00 |
| Level of disclosure | 4.63 |
| Importance of relationships | 4.37 |
| Importance of project mgt. | 4.42 |
| % of “excellent” ratings | 50% |
TRANSITIONS BY ASSET CLASS
| US equities | 100% |
| Non-US equities | 78% |
| Fixed income | 11% |
| Foreign exchange | 11% |
| Other | 0% |
| Complete inv. discretion | 100% |
| Independent audit provided | 33% |