Performance Measurement and Benchmarking
It is important to maintain a close eye on the performance of an investment portfolio, especially in today’s volatile and fast moving environment. Pavilion will maintain detailed records of a client’s investment account activities and provide comprehensive reporting of performance and activity compared to appropriate benchmarks and peer groups.
- Customized quarterly performance reports
- Executive summaries
- Interim performance updates as requested
- Quantitative and qualitative interpretation of performance
- Timely recommendations