2018 Transition Management Survey

Transition Manager Profiles


Macquarie































Total respondent transitions 234
Total transition value $46,260MM
Average transition size $2,570MM
Median transition size $900MM
% Independently audited 52%
Complete investment discretion 57%
Overall client satisfaction

1 = Low; 5 = High
4.52
Level of transition complexity 3.27
Disclosure of performance vs. benchmarks 4.23
Performance vs. pre-trade estimate














1 = Always miss; 3= Match (ideal); 5 = Always beat
3.45































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