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2018 Transition Management Survey

Past Surveys

Claudi Kessels

Transition Manager League Tables



Number of Regions Qualified and Responses



Number of Regions Qualified and Responses




(USA Providers)



Qualified providers Number





of US responses
Abel Noser 14
BlackRock 19
BTIG 11
Citi 8
Macquarie 9
Northern Trust 13
Pavilion 8
Penserra 15
Russell 20
State Street 17
All Respondents 134





















Percentage of “Extremely Satisfied” Clients










(USA Providers)



Rank “Extremely





Satisfied”
1 BTIG 91%
2 Citi 75%
3 Penserra 73%
4 Macquarie 67%
5 Russell 65%
6 Abel Noser 64%
7 BlackRock 63%
7 Pavilion 63%
9 State Street 53%
10 Northern Trust 38%
All Respondents 64%





















Transition Complexity (USA Providers)



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



Rank Transition





complexity
1 Citi 3.67
2 Macquarie 3.50
3 BlackRock 3.45
4 BTIG 3.33
5 State Street 3.16
6 Russell 3.10
7 Abel Noser 3.07
8 Penserra 2.69
9 Pavilion 2.67
10 Northern Trust 2.29
All Respondents 3.09





















Disclosure of Performance vs Benchmarks




(USA Providers)



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



Rank Disclosure





of performance





vs benchmarks
1 BTIG 4.92
2 Citi 4.89
3 Penserra 4.86
4 BlackRock 4.75
5 Russell 4.65
6 Macquarie 4.60
7 Pavilion 4.44
8 Abel Noser 4.33
9 Northern Trust 4.14
10 State Street 4.00
All Respondents 4.56





















Overall Satisfaction (USA Providers)



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



Rank Overall





satisfaction
1 BTIG 4.91
2 Citi 4.75
3 Penserra 4.67
3 Macquarie 4.67
5 Russell 4.65
6 BlackRock 4.53
7 Pavilion 4.50
8 Abel Noser 4.29
9 Northern Trust 4.08
10 State Street 4.06
All Respondents 4.49











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