2018 Transition Management Survey

Transition Manager Profiles


BlackRock

































Total respondent transitions 240
Total transition value $108,873MM
Average transition size $4,355MM
Median transition size $1,900MM
% Independently audited 36%
Complete investment discretion 84%
Overall client satisfaction


1 = Low; 5 = High
4.44
Level of transition complexity 3.43
Disclosure of performance vs. benchmarks 4.64
Performance vs. pre-trade estimate















1 = Always miss; 3= Match (ideal); 5 = Always beat
3.82

































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