- Summary & Methodology
- Provider Ratings
- Transition Manager Profiles
- Abel Noser
- BlackRock
- BTIG
- Citi
- Fidelity
- Macquarie
- Northern Trust
- Pavilion
- Penserra
- Russell
- State Street
- Industry Trends
Past Surveys
Transition Manager Profiles
Fidelity
| Total respondent transitions | 15 |
| Total transition value ($mm) | $2,159 |
| Average transition size ($mm) | $308 |
| % Independently audited | 27% |
| Complete investment discretion | 91% |
| Client Scores (1 = Low; 5 = High) | |
| Level of performance disclosure | 4.64 |
| Importance of relationships | 4.20 |
| Importance of project mgt | 4.60 |
| Performance vs. pre-trade estimate 1 = Always miss; 3= Match (ideal); 5 = Always beat |
4.36 |