2018 Transition Management Survey

Transition Manager Profiles


BTIG































Total respondent transitions 103
Total transition value $5,084MM
Average transition size $508MM
Median transition size $123MM
% Independently audited 64%
Complete investment discretion 82%
Overall client satisfaction

1 = Low; 5 = High
4.91
Level of transition complexity 3.33
Disclosure of performance vs. benchmarks 4.92
Performance vs. pre-trade estimate














1 = Always miss; 3= Match (ideal); 5 = Always beat
4.58































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