2016 Transition Management Survey

Transition Manager Profiles


Pavilion


Total transitions rated 65
Total transition value ($MM) $13,678
Average transition size ($MM) $1,519.8




CLIENT SCORES (1 = Low; 5 = High)


Transition complexity 3.10
Level of disclosure 4.50
Importance of relationships 4.11
Importance of project mgt. 4.44
% of “excellent” ratings 50%




TRANSITIONS BY ASSET CLASS


US equities 70%
Non-US equities 80%
Fixed income 30%
Foreign exchange 30%
Other 0%
Complete inv. discretion 100%
Independent audit provided 0%


1 8 9 10 11 12 14