As the foundation for successful investing, we believe that the single most important decision is asset allocation.
Asset mixes that optimize returns
Pavilion models asset allocation strategies that meet client-specific risk/return and cash flow objectives. We use various techniques, such as mathematical modeling combined with in-depth client interviews and risk tolerance assessment, to identify asset mixes that have the highest expected return for a given risk level, while also taking into account the impact of shifting market conditions.
Guided by in-depth research
Drawing upon insights from our Global Macro Research* team and in-house economists, we work with each client portfolio to diversify across asset classes, styles and investment managers.
Healthcare capital allocation
For clients in the healthcare sector, Pavilion applies a strategic modeling process for asset allocation that integrates projected income and balance sheet data into traditional asset/liability management using various models. This analysis is a powerful tool in assisting healthcare organizations with the allocation of capital resources. We have found that this analysis has also shown to be very helpful in predicting when non-compliance with bond covenants may occur.
* Through affiliated company Pavilion Global Markets