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 |
