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. 

Services include:

  • Customized quarterly performance reports
  • Executive summaries
  • Interim performance updates as requested
  • Quantitative and qualitative interpretation of performance
  • Timely recommendations