Surveys

2008
Mellon Transition Management (MTM) excels in the 2008 industry surveys. Three more reasons to partner with MTM!

June, 2007
2007 Transition Management Survey
— Plan Sponsor Magazine

Mellon Transition Management Services walks away with an armload of Best in Class awards.

April, 2007
Transition Management Survey
— Global Investor Magazine

Mellon Transition Management Services Receives Multiple #1 Ratings Three Years In A Row:

• #1 Best Overall for plans under $3 Billion
• #1 Relationship Management
• #1 Best Risk Control
• #1 Best Operational Efficiency

June, 2006
Plan Sponsor Survey
— Plan Sponsor Magazine

Mellon Transition Management Services (MTMS) group was named "Best in Class" in five key categories in the 2006 Plan Sponsor survey of the transition management industry:

• Availability/advice on hedging options
• Pre-trade reporting
• Post-trade reporting
• Number/experience of personnel
• Interaction with manager and custodian

April, 2005
Transition Management Survey
— Global Investor Magazine

Mellon Transition Management Services (MTMS) has been ranked number one in all service category results. The survey canvasses a wide range of pension plans for their opinion on transition managers.

April, 2004
Transition Management Survey
— Global Investor Magazine

According to a worldwide survey of more than 200 plan sponsors, Mellon Transition Management Services (MTMS) was top rated in the overall services categories of:

• Operational efficiency — Ranked #1
• Overall service — Ranked #1
• Analysis — Ranked #1

MTMS also ranked among the top five transition managers in the following overall services categories:

• Relationship management
• Reporting
• Fee structure