2019 Transition Management Survey

Transition Manager Profiles


Pavilion

Total respondent transitions 17
% Independently audited 0%
% Complete investment discretion 80%
Clients by value of securities transitioned
<$50mm 6%
$50mm – $250mm 24%
>$250mm – $1b 29%
>$1b – $3b 24%
>$3b 18%
Client Ratings
1 = Lowest rating or least complex; 5 = Highest rating or most complex
Overall client satisfaction 4.82
Level of transition complexity 4.06
Disclosure of performance vs. benchmarks 4.71
Performance vs. central point estimate
1 = Always above; 3= Usually in-line; 5 = Always below
3.44