- Summary & Methdology
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Europe/
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Past Surveys
Transition Manager Profiles
Citi
| Total respondent transitions | 29 |
| % Independently audited | 43% |
| % Complete investment discretion | 65% |
| Clients by value of securities transitioned | |
| <$50mm | 4% |
| $50mm – $250mm | 7% |
| >$250mm – $1b | 22% |
| >$1b – $3b | 46% |
| >$3b | 21% |
| Client Ratings 1 = Lowest rating or least complex; 5 = Highest rating or most complex |
|
| Overall client satisfaction | 4.77 |
| Level of transition complexity | 3.59 |
| Disclosure of performance vs. benchmarks | 4.62 |
| Performance vs. central point estimate 1 = Always above; 3= Usually in-line; 5 = Always below |
3.44 |