2018 Transition Management Survey

Transition Manager Profiles


Russell































Total respondent transitions 234
Total transition value $76,892MM
Average transition size $2,403MM
Median transition size $500MM
% Independently audited 20%
Complete investment discretion 88%
Overall client satisfaction

1 = Low; 5 = High
4.37
Level of transition complexity 3.11
Disclosure of performance vs. benchmarks 4.33
Performance vs. pre-trade estimate














1 = Always miss; 3= Match (ideal); 5 = Always beat
3.72