Transition Manager Profiles
With more than three-decades of experience managing portfolio transition events and a focus on risk management and cost reduction, State Street’s key attributes include:
- Experience – a global team with extensive experience in planning, managing and trading complex transition events.
- Global Trading Capabilities – 24/6 global trading capabilities with teams and technology purpose built for transition management. State Street’s agency-only model provides alignment with clients, offering transparency and best execution.
- Liquidity – Diverse access to liquidity across multiple asset classes globally, over 100 external brokers and counterparties and enhanced by internal crossing and netting opportunities.
- Transparency – State Street provides timely client communications with transparent and customizable reporting.
Client Restrictions: None
| Total TM clients |
351 |
| Total TM mandates |
200 |
| Total assets transitioned ($USD) |
>$124.5B |
| U.S. |
|
| Canada |
|
| U.K. |
|
| Continental Europe and Republic of Ireland |
|
| Asia |
|
| Australia |
|
| All other locations |
|
| Total respondents |
28 |
| Net recommendation/promoter score |
46% |
| % independently audited |
4% |
| % accepted fiduciary role over event |
83% |
| Principal |
11% |
| Agency |
63% |
| Hybrid |
26% |
| <$50MM |
4% |
| $50MM – $250MM |
32% |
| >$250MM – $1B |
36% |
| >$1B – $3B |
25% |
| >$3B |
4% |
| Transition strategies and planning capabilities |
4.68 |
| Operational capabilities and trading quality |
4.68 |
| Risk management capabilities |
4.57 |
| Quality/transparency of reporting |
4.54 |
| Accuracy of pre-trade estimate |
4.46 |
| Transparency of disclosures |
4.46 |
| Overall project management |
4.68 |
| Knowledge/responsiveness of staff |
4.71 |
