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Analysis: transition management survey
07 April 2014
Alastair O'Dell analyses the responses in the Global Investor/ISF transition management survey 2014 [Subscriber-only]
Transition management survey
Pension funds made up the largest contingent of the survey
respondents, at 44%. After this were traditional asset
managers, accounting for 24.2% followed by insurance funds,
corporations and hedge funds. The size of such entities was
typically large, with 59.3% of respondents representing an
organisation larger than $10bn.
The next largest group was $1bn-$3bn, accounting for 16.5%,
followed by $5bn-$10bn, accounting for 14.29%. The remainder
was split between the $0-$1bn and $3bn-$5bn groups.
Respondents were asked the reason, or reasons, for seeking a
transition. The most commonly selected factor for seeking a
transition was manager change or performance, cited by 70% of
respondents. This was followed by a change in asset allocation,
by 44% of respondents, and the related reason of rebalancing a
portfolio by 39.6%. Structural change was cited by 35.2%, a
change in benchmark,...
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