2017 Transition Management Survey

Transition Manager Profiles


BlackRock

Total respondent transitions 181
Total transition value ($mm) $58,282
Average transition size ($mm) $1,388
% Independently audited 33%
Complete investment discretion 87%
Client Scores (1 = Low 5 = High)
Level of performance disclosure 4.35
Importance of relationships 4.06
Importance of project mgt 4.37
Performance vs. pre-trade estimate

1 = Always miss; 3= Match (ideal); 5 = Always beat
3.62
1 3 4 5 6 7 15