2019 Transition Management Survey

Transition Manager Profiles


Abel Noser

Total respondent transitions 11
% Independently audited 0%
% Complete investment discretion 89%
Clients by value of securities transitioned
<$50mm 27%
$50mm – $250mm 27%
>$250mm – $1b 46%
>$1b – $3b 0%
>$3b 0%
Client Ratings
1 = Lowest rating or least complex; 5 = Highest rating or most complex
Overall client satisfaction 4.80
Level of transition complexity 2.90
Disclosure of performance vs. benchmarks 4.40
Performance vs. central point estimate
1 = Always above; 3= Usually in-line; 5 = Always below
3.56
1 8 9 10 11 12 18