Transition Manager Profiles
State Street
| Total respondent transitions |
37 |
| % Independently audited |
27% |
| % Complete investment discretion |
76% |
| Clients by value of securities transitioned |
|
| <$50mm |
3% |
| $50mm – $250mm |
21% |
| >$250mm – $1b |
58% |
| >$1b – $3b |
15% |
| >$3b |
3% |
Client Ratings
1 = Lowest rating or least complex; 5 = Highest rating or most complex |
| Overall client satisfaction |
4.48 |
| Level of transition complexity |
3.59 |
| Disclosure of performance vs. benchmarks |
4.56 |
Performance vs. central point estimate
1 = Always above; 3= Usually in-line; 5 = Always below |
3.45 |
