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2023 Transition Management Survey

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Transition Manager Profiles


State Street Bank and Trust Company
https://www.statestreet.com/us/en/asset-manager/solutions/liquidity/transition-management

Summary of Offering

State Street’s Transition Management team delivers strategy development, portfolio and risk management, multi-asset agency trading and a dedicated technology platform.

    State Street’s competitive advantages include:

  • Depth of resources and experience including: strategists, portfolio and risk managers, execution and operations specialists.
  • Extensive access to markets and liquidity venues.
  • Purpose built technology with transparent reporting.
  • Complex event capabilities, including interim management.

Our core objective is to preserve and enhance the value of client portfolios, minimize costs, risks and conflicts, deliver best execution.

Client Restrictions: None

Business Summary (as of 09/30/2022)

Total TM clients 916
Total TM events 161
Total assets transitioned $154.1B
Have provided TM services to clients since 1979

Total TM Projects Won

Calendar year 2021 211
Calendar year 2022 133

Organization’s Staffing Information

Total full-time staff employed by company—i.e., all staff, not limited to TM 38,784
Total full-time staff dedicated to TM practice 60

Asset Size of Completed TM Events

<$50MM
$50MM – $100MM
>$100MM – $250MM
>$250MM – $500MM
>$500MM – $1B
>$1B – $5B
>$5B – $10B
>$10B
NR = Not Reported in time for publication
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