2018 Transition Management Survey

Transition Manager Profiles


Penserra































Total respondent transitions 114
Total transition value $26,613MM
Average transition size $2,047MM
Median transition size $700MM
% Independently audited 45%
Complete investment discretion 77%
Overall client satisfaction

1 = Low; 5 = High
4.64
Level of transition complexity 2.60
Disclosure of performance vs. benchmarks 4.85
Performance vs. pre-trade estimate














1 = Always miss; 3= Match (ideal); 5 = Always beat
3.77