- Summary & Methodology
- Provider Ratings
- Transition Manager Profiles
- Abel Noser
- BlackRock
- BTIG
- Citi
- Fidelity
- Macquarie
- Northern Trust
- Pavilion
- Penserra
- Russell
- State Street
- Industry Trends
Past Surveys
Provider Ratings
* Disclosure of performance vs. benchmarks scale: 5=“complete disclosure”; 1=“no disclosure”
Global
| QUALIFIED PROVIDERS (# of regions qualified) | NUMBER OF RESPONSES | OVERALL SATISFACTION (5=”extremely satisfied”; 1=”not at all satisfied”) | %“EXTREMELY SATISFIED” | TRANSITION COMPLEXITY (5=”extremely complex”; 1=”very simple”) | DISCLOSURE OF PERFORMANCE VS. BENCHMARKS* |
|---|---|---|---|---|---|
| BlackRock (3) | 54 | 4.40 | 55% | 3.52 | 4.35 |
| Citi (3) | 20 | 4.63 | 63% | 3.80 | 4.30 |
| Macquarie (3) | 22 | 4.64 | 73% | 3.80 | 4.80 |
| Northern Trust (2) | 19 | 4.28 | 39% | 2.89 | 4.44 |
| Pavilion (2) | 18 | 4.67 | 67% | 3.18 | 4.82 |
| Russell (3) | 31 | 4.32 | 45% | 3.61 | 4.40 |
| State Street (4) | 45 | 4.41 | 57% | 3.62 | 4.34 |
| All Respondents | 274 | 4.49 | 60% | 3.45 | 4.46 |
USA
| QUALIFIED PROVIDERS | NUMBER OF RESPONSES | OVERALL SATISFACTION (5=”extremely satisfied”; 1=”not at all satisfied”) | %“EXTREMELY SATISFIED” | TRANSITION COMPLEXITY (5=”extremely complex”; 1=”very simple”) | DISCLOSURE OF PERFORMANCE VS. BENCHMARKS* |
|---|---|---|---|---|---|
| BlackRock | 27 | 4.35 | 54% | 3.48 | 4.38 |
| Citi | 5 | 4.80 | 80% | 4.60 | 4.20 |
| Macquarie | 7 | 4.71 | 86% | 4.33 | 5.00 |
| Northern Trust | 13 | 4.17 | 33% | 3.00 | 4.50 |
| Pavilion | 6 | 4.33 | 33% | 3.50 | 4.50 |
| Russell | 16 | 4.50 | 63% | 3.81 | 4.40 |
| State Street | 28 | 4.54 | 64% | 3.86 | 4.41 |
| REGIONAL | |||||
| Abel Noser | 11 | 4.82 | 82% | 3.00 | 4.64 |
| BTIG | 10 | 4.90 | 90% | 4.00 | 5.00 |
| Fidelity | 11 | 4.82 | 91% | 2.73 | 4.64 |
| Penserra | 12 | 4.67 | 67% | 2.75 | 4.40 |
| All Respondents | 161 | 4.53 | 64% | 3.50 | 4.47 |
Canada
| QUALIFIED PROVIDERS | NUMBER OF RESPONSES | OVERALL SATISFACTION (5=”extremely satisfied”; 1=”not at all satisfied”) | %“EXTREMELY SATISFIED” | TRANSITION COMPLEXITY (5=”extremely complex”; 1=”very simple”) | DISCLOSURE OF PERFORMANCE VS. BENCHMARKS* |
|---|---|---|---|---|---|
| BlackRock | 5 | 4.80 | 80% | 2.80 | 4.80 |
| Pavilion | 12 | 4.83 | 83% | 3.00 | 5.00 |
| Russell | 6 | 4.50 | 50% | 3.00 | 4.67 |
| State Street | 7 | 4.50 | 67% | 3.17 | 4.50 |
| All Respondents | 30 | 4.67 | 73% | 3.07 | 4.76 |
Europe/UK/MENA
| QUALIFIED PROVIDERS | NUMBER OF RESPONSES | OVERALL SATISFACTION (5=”extremely satisfied; 1=”not at all satisfied”) | %“EXTREMELY SATISFIED” | TRANSITION COMPLEXITY (5=”extremely complex”; 1=”very simple”) | DISCLOSURE OF PERFORMANCE VS. BENCHMARKS* |
|---|---|---|---|---|---|
| BlackRock | 21 | 4.43 | 52% | 3.76 | 4.37 |
| Citi | 5 | 4.75 | 75% | 3.00 | 3.80 |
| Macquarie | 5 | 4.40 | 60% | 4.00 | 4.75 |
| Northern Trust | 6 | 4.50 | 50% | 2.67 | 4.33 |
| Russell | 7 | 4.14 | 14% | 3.57 | 4.29 |
| State Street | 5 | 3.50 | 25% | 3.20 | 3.80 |
| All Respondents | 48 | 4.33 | 46% | 3.45 | 4.26 |
Australia/New Zealand/Asia
| QUALIFIED PROVIDERS | NUMBER OF RESPONSES | OVERALL SATISFACTION (5=”extremely satisfied”; 1=”not at all satisfied”) | %“EXTREMELY SATISFIED” | TRANSITION COMPLEXITY (5=”extremely complex”; 1=”very simple”) | DISCLOSURE OF PERFORMANCE VS. BENCHMARKS* |
|---|---|---|---|---|---|
| Citi | 10 | 4.50 | 50% | 3.80 | 4.60 |
| Macquarie | 10 | 4.70 | 70% | 3.40 | 4.70 |
| State Street | 5 | 4.20 | 20% | 3.60 | 4.20 |
| All Respondents | 34 | 4.32 | 47% | 3.56 | 4.38 |