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**TRANSITION MANAGEMENT SURVEY**

08 February 2012

The annual Global Investor/ISF transition management survey is now live. Asset owners and managers are invited to rate managers

Read more: Transition management

Asset owners and managers are invited to rate transition managers in Global Investor/ISF's annual survey.

The survey will go live on Wednesday February 1 2012 and close on Thursday March 1 2012.

Click here to participate in the survey.

The following categories of potential transition management clients are invited to take part:

  • Traditional asset manager
  • Pension fund
  • Insurance fund
  • Hedge fund
  • Coporate
  • Central Bank

For this survey, all transitions must:

  • Be governed by a Transition Management Agreement (TMA), or side letter to an existing TMA master agreement, or be executed by a dedicated transition management team
  • Include project management and pre-trade analysis, implementation and post trade analysis as part of the transition mandate

This survey excludes:

  • Portfolio trades (where a firm gives a list of buy or sell orders for execution only) 
  • Client take ons (where a firm simply takes delivery of a portfolio of assets)
  • Client directed trades (where the client directs a trade strategy)

All responses will be kept in the strictest of confidence and will remain non-attributable to you. For any queries please email at gisurveys@euromoneyplc.com.


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