Transition Manager Profiles
Fidelity Investments
Total respondent transitions |
11 |
% Independently audited |
0% |
% Complete investment discretion |
90% |
Clients by value of securities transitioned |
|
<$50mm |
10% |
$50mm – $250mm |
20% |
>$250mm – $1b |
70% |
>$1b – $3b |
0% |
>$3b |
0% |
Client Ratings 1 = Lowest rating or least complex; 5 = Highest rating or most complex |
Overall client satisfaction |
4.82 |
Level of transition complexity |
3.55 |
Disclosure of performance vs. benchmarks |
4.64 |
Performance vs. central point estimate 1 = Always above; 3= Usually in-line; 5 = Always below |
3.55 |