2018 Transition Management Survey

Transition Manager Profiles


Citi































Total respondent transitions 184
Total transition value $48,981MM
Average transition size $3,768MM
Median transition size $2,000MM
% Independently audited 0%
Complete investment discretion 81%
Overall client satisfaction

1 = Low; 5 = High
4.56
Level of transition complexity 3.50
Disclosure of performance vs. benchmarks 4.63
Performance vs. pre-trade estimate














1 = Always miss; 3= Match (ideal); 5 = Always beat
3.25































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