2009 Transition Management Survey: Spinning Along

In a year of extraordinary financial turmoil and, for many, ruin, the world of transition management (TM) was not without its casualties in 2008. Gone now, of course, are Bear Stearns and Lehman Brothers. As many institutional investors grappled with shell shock and the pressing need for liquidity, transition flow tended to be static. Still, the TM operations at most firms insist that business is good and that they are optimistic about the year ahead.  

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  •  View PLANSPONSOR's 2009 Transition Management Survey HERE
Published in PLANSPONSOR May 2009


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While there are not as many providers of portfolio transition management services as there are, say, defined contribution providers, this is an extremely competitive field and the stakes are high. The survey serves two purposes: first, to take the pulse of pensions and other institutional investors which use transition management; and second, to highlight all the providers in the field.