2018 Transition Management Survey

Transition Manager League Tables






Number of Regions Qualified and Responses









Number of Regions Qualified and Responses



(Global Providers)









Qualified providers Number of




regions qualified
Number




of responses
BlackRock 2 27
Citi 2 16
Macquarie 2 21
Northern Trust 2 19
Pavilion 2 17
Russell 3 35
State Street 3 33
All Respondents 168

















Percentage of “Extremely Satisfied” Clients



(Global Providers)









Rank “Extremely




Satisfied”
1 Pavilion 76%
2 Citi 63%
3 Macquarie 57%
4 BlackRock 56%
5 Russell 54%
6 State Street 48%
7 Northern Trust 42%
All Respondents 55%

















Transition Complexity (Global Providers)









(5 = “extremely complex”; 1 = “very simple”)









Rank Transition




complexity
1 Citi 3.50
2 BlackRock 3.43
3 Macquarie 3.27
4 State Street 3.11
4 Russell 3.11
6 Pavilion 2.67
7 Northern Trust 2.50
All Respondents 3.08

















Disclosure of Performance vs Benchmarks



(Global Providers)









5 = “complete disclosure”; 1 = “no disclosure”









Rank Disclosure




of performance




vs benchmarks
1 BlackRock 4.64
2 Citi 4.63
3 Pavilion 4.56
4 Russell 4.33
5 Macquarie 4.23
6 State Street 4.06
7 Northern Trust 4.05
All Respondents 4.36

















Overall Satisfaction (Global Providers)









5 = “extremely satisfied”; 1 = “not at all satisfied”









Rank Overall




satisfaction
1 Pavilion 4.71
2 Citi 4.56
3 Macquarie 4.52
4 BlackRock 4.44
5 Russell 4.37
6 Northern Trust 4.21
7 State Street 4.06
All Respondents 4.38