2018 Transition Management Survey

Transition Manager Profiles


Pavilion































Total respondent transitions 84
Total transition value $22,483MM
Average transition size $1,323MM
Median transition size $734MM
% Independently audited 31%
Complete investment discretion 94%
Overall client satisfaction

1 = Low; 5 = High
4.71
Level of transition complexity 2.67
Disclosure of performance vs. benchmarks 4.56
Performance vs. pre-trade estimate














1 = Always miss; 3= Match (ideal); 5 = Always beat
3.78