Awards & Recognition

We strive to stand apart by being the best at what we do for our clients. We are honored to be acknowledged for these efforts.

Pavilion Advisory Group Inc. received “Peer Reviewed by HFMA” designation (2018)

Following rigorous review, Pavilion Advisory Group Inc. has once again achieved the “Peer Reviewed by HFMA®” designation for its Investment Consulting and Advisory Services. Pavilion Advisory Group Inc. is the first institutional investment firm to earn the “Peer Reviewed by HFMA®” designation for its Investment Consulting and Advisory Services for four consecutive terms.


Pavilion Advisory Group Inc. designated as Greenwich Quality Leader for third consecutive year.

Pavilion Advisory Group Inc. (Pavilion) has been named a Greenwich Quality LeaderSM for Overall U.S. Investment Consulting for the third year in a row, the only firm to win every year since its inception.


Pavilion Advisory Group Inc. earns special recognition as 2016 Greenwich Quality Leader for large U.S. investment consultants

This is the second year that Greenwich Associates is publicly recognizing the best in U.S. institutional investment consulting by naming Greenwich Quality Leaders in the industry, and the second consecutive year that Pavilion has been recognized with an award, after being named a Quality Leader in the mid-sized firm category last year.


Greenwich Associates has named Pavilion Advisory Group Inc. a 2015 Quality Leader in the mid-sized firm category for Overall U.S. investment consulting.

In its news release* Greenwich Associates noted:
“All the firms recognized as Greenwich Quality Leaders demonstrate a comprehensive understanding of the client’s needs, they have the expertise to recommend the right solutions, and they identify the most effective managers to implement and execute these strategies.”


Received “Peer Reviewed by HFMA” designation (2015)

The Healthcare Financial Management Association (HFMA) today announced that, following rigorous review, Pavilion Advisory Group Inc. (Pavilion) has once again achieved the “Peer Reviewed by HFMA®” designation for its investment consulting, advisory services and retirement benefits consulting.
*HFMA’s Peer Review process provides healthcare financial managers with an objective, third-party evaluation of business solutions used in the healthcare workplace.
HFMA does not endorse or guarantee the use of this product.


Risk Management White Paper published (2013)

The Journal of Portfolio Management published Pavilion Advisory Group’s White Paper:  A Constant-Volatility Framework for Managing Tail Risk in its Winter 2013 edition. The White Paper was also the recipient of the AIMA Canada-Hillsdale Research Award for best applied research in the field of alternative investments in Canada in 2010.


Recognition for work with DC plans (2012)

The Plan Sponsor Advisors team was presented with the 2012 ASPPA / Morningstar 401(k) Leadership Award recognizing leadership, innovation and influence by a leading financial advisor. The team has also been recognized seven years in a row by PLANADVISER magazine as one of the nation’s top advisors.


Top 10 ranking by Institutional Investor (2012)

Pavilion Global Markets received a top-10 ranking by Institutional Investor and Elkins McSherry on both volume weighted average price (VWAP) and arrival price. Read the news release.


Received “Peer Reviewed by HFMA” designation (2012)

Following a rigorous review, the Healthcare Financial Management Association (HFMA) granted Pavilion Advisory Group Inc. the respected “Peer Reviewed” designation. We are proud to be the first and only institutional investment consulting organization to achieve this distinction.
*HFMA staff and volunteers determined that this product has met specific criteria developed under the HFMA Peer Review Process.
HFMA does not endorse or guarantee the use of this product.

 

The Greenwich Quality Leaders award is based on quality ratings provided by clients of investment consultants and asset managers.  Between July and October 2015, Greenwich Associates conducted 1,341 interviews with senior professionals at corporate and union funds, public funds, endowments and foundations, insurance general accounts, and healthcare organizations with either pension or investment pool assets greater than $150 million.  Study participants were asked to provide quantitative and qualitative evaluations of their investment managers, and qualitative assessments of those consultants soliciting their business.  Based on those responses, Greenwich Associates calculates a score on the Greenwich Quality IndexSM for each firm named.  Managers and consultants with scores that top those awarded to competitors by a statistically significant margin are named Greenwich Quality Leaders.  Visit the Greenwich Associates website (footnote website) to read a copy of the full report and to learn more about methodology. The use of this award may not be representative of any one client’s experience because the award reflects a sample of experiences of the firm’s clients and is not indicative of future performance.

HFMA’s Peer Review process is designed to provide healthcare financial managers with an objective third party evaluation of products and services.  The Peer Review process consists of a rigorous screening process by a peer review panel consisting of current customers, prospects who have not made a purchase and expert HFMA Peer Review Board members.  Peer Review status approval of the product or service are based on the following criteria:  Effectiveness, Quality and Usability, Price, Value and Customer and Technical Support. Visit the HFMA website (footnote website) to learn more about the methodology.  The use of this award is not representative of any client’s experience with us and not indicative of future performance.