- Summary & Methdology
- Industry Trends
- Transition Manager League Tables
- Global
- USA
- Canada
-
Europe/
UK/MENA -
Asia/
Pacific - Transition Manager Profiles
- Abel Noser
- BlackRock
- BTIG
- Citi
- Fidelity Investments
- Maquarie
- Northern Trust
- Pavilion
- State Street
Past Surveys
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 |