- 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
Macquarie
| Total transitions rated | 59 |
| Total transition value ($MM) | $20,100 |
| Average transition size ($MM) | $1,675 |
CLIENT SCORES (1 = Low; 5 = High)
| Transition complexity | 3.43 |
| Level of disclosure | 4.33 |
| Importance of relationships | 4.55 |
| Importance of project mgt. | 4.82 |
| % of “excellent” ratings | 62% |
TRANSITIONS BY ASSET CLASS
| US equities | 93% |
| Non-US equities | 93% |
| Fixed income | 36% |
| Foreign exchange | 21% |
| Other | 7% |
| Complete inv. discretion | 33% |
| Independent audit provided | 50% |