2018 Transition Management Survey

Transition Manager Profiles


Northern Trust































Total respondent transitions 157
Total transition value $35,373MM
Average transition size $1,965MM
Median transition size $750MM
% Independently audited 6%
Complete investment discretion 84%
Overall client satisfaction

1 = Low; 5 = High
4.21
Level of transition complexity 2.50
Disclosure of performance vs. benchmarks 4.05
Performance vs. pre-trade estimate














1 = Always miss; 3= Match (ideal); 5 = Always beat
3.58































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