2017 Transition Management Survey

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
1 7 8 9 10 11 15