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2019 Transition Management Survey

Art by Nan Lee

Past Surveys

Transition Manager League Tables


Number of Regions Qualified and Responses
(Global Providers)

Qualified providers Number of
regions qualified		 Number
of responses
BlackRock 2 28
Citi 3 29
Macquarie 3 30
Northern Trust 2 19
Pavilion 2 17
State Street 3 37
All Respondents 179

Percentage of “Extremely Satisfied” Clients
(Global Providers)

Rank “Extremely Satisfied”
1 Pavilion 88.2%
2 BlackRock 79.3%
3 Citi 79.3%
4 Northern Trust 72.2%
5 Macquarie 70.0%
6 State Street 63.6%
All Respondents 75.6%

Transition Complexity (Global Providers)

(5 = “extremely complex”; 1 = “very simple”)

Rank Disclosure of performance vs benchmarks
1 Pavilion 4.06
2 Citi 3.59
3 State Street 3.59
4 BlackRock 3.57
5 Macquarie 3.57
6 Northern Trust 3.21
All Respondents 3.52

Disclosure of Performance vs Benchmarks
(Global Providers)

5 = “complete disclosure”; 1 = “no disclosure”

Rank Disclosure of performance vs benchmarks
1 Pavilion 4.71
2 Macquarie 4.69
3 BlackRock 4.64
4 Citi 4.62
5 Northern Trust 4.56
6 State Street 4.56
All Respondents 4.63

Assessment of Performance vs Pre-trade Estimate
(Global Providers)

5 = “always below”; 1 = “always above”

Rank Performance vs. central point estimate
1 Northern Trust 3.63
2 Macquarie 3.45
2 State Street 3.45
4 Pavilion 3.44
4 Citi 3.44
6 BlackRock 3.36
All Respondents 3.50

Overall Satisfaction (Global Providers)

5 = “extremely satisfied”; 1 = “not at all satisfied”

Rank Overall satisfaction
1 Pavilion 4.82
2 BlackRock 4.79
3 Citi 4.79
4 Northern Trust 4.67
5 Macquarie 4.57
6 State Street 4.48
All Respondents 4.69
1 2 3 4 5 … 18