2010
Transition Management Survey: Making the Transition

The 432 clients that responded to PLANSPONSOR’s eighth annual Transition Management Survey represent approximately 1,700 portfolio transitions and nearly $200 billion in assets transitioned from January 1 through December 31, 2009.

Why Conduct a Transition? Investment manager performance again remained the top reason for conducting transitions in 2009, cited by 45% of respondents to the survey. This, however, represented a small drop from 2008 (49%). Asset allocation shift was the second-most common reason for conducting a transition, as indicated by 41% of respondents, about the same as 2008. Rebalancing was up slightly in 2009—22% of respondents cited this as the determining factor for the transition, up from 18% in 2008.

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To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started. To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.

To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started. To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.

To access this content, please register or log in to your PLANSPONSOR account. Signing up is free and only takes a few minutes. Click the REGISTER button in the top right to get started.