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 Global Markets tops for client satisfaction in 2016 Transition Management Survey
Pavilion Global Markets Ltd. has ranked No. 1 for client satisfaction in the U.S. and Canada in Chief Investment Officer’s latest transition management survey. Pavilion also offered clients the lowest total cost estimate among six global providers. Said CIO: “The North American-focused group consistently provides low cost estimates—offering the cheapest estimate 70% of the time, according to clients…”
Pavilion Global Markets delivers on its promises in 2015 transition management survey
Pavilion Global Markets ranked No. 2 among 11 providers in the cost vs. estimate category, consistent with high rankings received in 2014 and 2013. Click here for details on Pavilion Global Markets historical rankings in this category.
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.
Pavilion Global Markets cited as most cost-efficient U.S. equity broker in Pension & Investments’ tradewatch (2014)
Agency-only broker, Pavilion Global Markets, ranked No. 1 among brokers trading U.S. equities in a study of 2014 transaction cost data, conducted by Elkins/McSherry. For global equities, Pavilion Global Markets ranked No 7, posting transaction costs more than 14 basis points lower than the universe of brokers. Read the full details and results of the survey here.
Pavilion global markets receives top marks for transition management disclosures (2014)
Pavilion Global Markets has earned a No. 1 ranking from clients for its level of track record disclosure in the latest results of Chief Investment Officer’s transition management survey. Pavilion also ranked No. 2 for overall client service, client confidence in its disclosure of revenue, and pre-trade predictive quality. The full results of the survey may be read here.
Top 10 ranking by Institutional Investor (2013)
In the latest Elkins/McSherry analysis of transaction costs, Pavilion ranked in third place using arrival price as the benchmark for global equities trading and in fourth place using VWAP (volume weighted average price). The analysis found Pavilion’s transaction costs on the former were close to 25 basis points lower than the universe of brokers. For U.S. equities trading, Pavilion ranked seventh using both arrival price and interval VWAP as the benchmarks.
Transition Management ranked highly by clients
In an industry survey conducted by aiCIO magazine, Pavilion Global Markets ranked No. 1 in cost performance vs. estimate against some of the industry’s largest transition management providers, an endorsement from clients that Pavilion was the best at matching, on average, its pre-trade estimate. Pavilion ranked No. 2 for its disclosure of track record information.
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)
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.
Trading costs recognized as among lowest in industry (2011)
A comprehensive survey by Elkins McSherry that looked at more than 24 million trades by 1,900 brokers, recognized our transaction costs, against arrival price, as substantially lower (by 33.1 basis points) than the average results for other brokers trading global equities. This performance ranked us number two among brokers trading global equities.
We strive to stand apart by being the best at what we do for our clients. And we are honoured to be acknowledged for these efforts.
Ranked among top brokerage firms globally (2010)
In a 2010 survey of over 200 global trading firms, Elkins McSherry ranked Pavilion Global Markets (formerly Brockhouse Cooper) on arrival price as No. 2 in U.S. trading and No. 3 in global trading.
Top 10 ranking by Institutional Investor (2009)
Pavilion Global Markets (formerly Brockhouse Cooper) received a top-10 ranking by Institutional Investor and Elkins McSherry on both volume weighted average price (VWAP) and arrival price.
Ranked Best In Class by PLANSPONSOR (2009)
We were ranked Best in Class by non-U.S. clients in all categories of PLANSPONSOR’s 2009 Transition Management Survey based on pre-trade, execution, post-trade, organization and support.
*In 2012, Brockhouse Cooper changed its name to Pavilion Global Markets Ltd.
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.