BTIG Again Ranked #1 U.S. Transition Manager in Multiple Categories in the Annual Chief Investment Officer Survey

·3 min read

Firm Recognized as a Top Provider for Client Satisfaction, Depth of Product, Accuracy and More

BTIG announced today that the firm has once again been ranked a top provider in the U.S. by Chief Investment Officer in its annual Transition Management Survey. BTIG Transition Management received the highest customer satisfaction ratings in six categories, out of the U.S. providers who qualified for the 2020 survey, including earning the #1 spot for client satisfaction, operational capabilities, risk management, quality/transparency of reporting, accuracy of pre-trade estimate and project management.

"We are very proud of this recognition for our Transition Management business," said Thomas Smykowski, Senior Managing Director and Head of Global Portfolio and ETF Trading. "Being that the results are the culmination of a tally of votes from institutional investor clients, we feel especially honored by our top customer satisfaction ratings in the survey which evaluates providers in our space and their ability to successfully execute on behalf of clients."

The firm’s Transition Management unit services asset owners and other institutional clients undergoing portfolio rebalances and changes to their external investment management team. BTIG’s Transition Management professionals deliver an end-to-end solution for clients. With sophisticated technology and extensive project and risk management capabilities, the firm aims to preserve assets and yield positive experiences for clients.

"BTIG’s recognition as a top provider by the Chief Investment Officer survey is a tremendous endorsement of our experienced team and versatile product," noted Filip Skala, CFA, Managing Director and Head of Transition Management at BTIG. "Throughout the life cycle of each transition, our committed team is focused exclusively on the needs of clients. Whether we are strategizing alongside institutions during pre-trade analysis, keeping clients up to date as events unfold or delivering post-trade reporting, transition performance and effective communication are top of mind and what we believe continues to set us apart from our peers."

About BTIG
BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 650 employees, BTIG, LLC and its affiliates operate out of 19 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities (futures, interest rates, credit, and convertible and preferred securities). The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

About Chief Investment Officer’s 2020 Transition Management Survey Methodology:
According to Chief Investment Officer, "the 2020 Transition Management Survey was conducted in late 2020 and gathered responses from both providers of transition management services and the clients they service. The objective of the research was to understand each provider’s experience and capabilities while also generating insight on the industry trends and client satisfaction connected with recent transition management projects. A total of 133 asset owners and eight service providers replied to the appropriate questionnaire by the close of fieldwork." Ratings from the AI-CIO survey published February 2021. Customer Satisfaction based on Net Promoter Score results. For more information about the survey, visit www.ai-cio.com.

Disclaimer: https://www.btig.com/disclaimer. To learn more about BTIG, visit www.btig.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210412005246/en/

Contacts

Jill Gordon
443.668.2055
jgordon@prosek.com

Amanda Gold
212.738.6134
agold@btig.com