- Summary & Methodology
- Industry Trends
- Transition Manager League Tables
- Transition Manager Profiles
- Abel Noser, LLC
- BlackRock
- Macquarie Group Ltd.
- PGM Global*
- Russell Investments
- State Street Bank and Trust Company
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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