- 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
Transition Manager Profiles
Macquarie
Total respondent transitions | 104 |
Total transition value ($mm) | $18,783 |
Average transition size ($mm) | $1,342 |
% Independently audited | 38% |
Complete investment discretion | 62% |
Client Scores (1 = Low 5 = High) | |
Level of performance disclosure | 4.80 |
Importance of relationships | 4.05 |
Importance of project mgt | 4.48 |
Performance vs. pre-trade estimate 1 = Always miss; 3= Match (ideal); 5 = Always beat |
3.95 |