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2018 Transition Management Survey

Transition Manager Profiles


State Street































Total respondent transitions 268
Total transition value $68,833MM
Average transition size $2,151MM
Median transition size $914MM
% Independently audited 18%
Complete investment discretion 79%
Overall client satisfaction

1 = Low; 5 = High
4.06
Level of transition complexity 3.11
Disclosure of performance vs. benchmarks 4.06
Performance vs. pre-trade estimate














1 = Always miss; 3= Match (ideal); 5 = Always beat
3.66































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