Following on from MJ Hudson’s transition manager survey, in 2017, the firm has teamed up with market-leading Netherlands-based fiduciary manager, Blue Sky Group, to conduct a second exercise, reviewing the track record of transition managers. This work is significant as, until now, little has been published on transition track records.
Understandably, transition managers are protective of their performance data, so whilst most agreed to share, some did not. The resulting track record data universe captures around 2,200 individual transition events, executed between 2014 and 2019, worth nearly $900 billion, collectively, including both equity and fixed income transitions, but broadly excluding transition funded from or delivering cash.
The data captured includes the following:
This data was segmented by:
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