Investment Manager Research
Pavilion specializes in investment manager research, and we are consistently given top ranks by our clients for our knowledge of managers.
Through an intensive due diligence process, we continuously assess numerous qualitative, performance and risk characteristics of investment management firms located around the world. Priding itself on hands-on research, Pavilion’s analyst team conducts over 1,200 research meetings each year with investment managers.
MGR-IQTM (proprietary investment manager database)
Over 20 years ago, Pavilion Advisory Group undertook to build and maintain its own database for the simple reason that it is critical to our success in understanding the investment management community. MGR-IQ is an enhanced research tool, with intuitive data fields and superior functionality, that will help us search for investment excellence, on behalf of our clients, in both traditional and alternative asset classes
MGR-IQ houses proprietary quantitative and qualitative information on nearly 1,200 managers and 5,000 investment strategies. This is supplemented by information on approximately 2,500 investment managers and more than 20,000 investment strategies, accessed through a data sharing agreement with eVestment.
For each strategy, MGR-IQ provides performance and risk analytics, portfolio characteristics, and corporate and product profiles detailing the history and organizational structure of the firm, its people (their backgrounds and investment experience) and the investment philosophy and process.
MGR-IQ is a powerful tool used by Pavilion consultants and researchers to conduct manager searches and to inform the firm’s recommendations to clients. Pavilion clients who access MGR-IQ may call upon Pavilion investment consultants and research analysts for an in-depth and independent opinion on specific managers and strategies of interest.
Each year, the Pavilion research team conducts well over 1,200 meetings with investment managers, including onsite visits to the managers’ offices. This knowledge is incorporated into MGR-IQ and leveraged as Pavilion works with clients to search for and select their investment managers.