Transition Manager Profiles
Fidelity Investments
| Total respondent transitions |
11 |
| % Independently audited |
0% |
| % Complete investment discretion |
90% |
| Clients by value of securities transitioned |
|
| <$50mm |
10% |
| $50mm – $250mm |
20% |
| >$250mm – $1b |
70% |
| >$1b – $3b |
0% |
| >$3b |
0% |
Client Ratings
1 = Lowest rating or least complex; 5 = Highest rating or most complex |
| Overall client satisfaction |
4.82 |
| Level of transition complexity |
3.55 |
| Disclosure of performance vs. benchmarks |
4.64 |
Performance vs. central point estimate
1 = Always above; 3= Usually in-line; 5 = Always below |
3.55 |
