Pavilion provides an extensive range of advisory, implementation, oversight and research services to financial institutions.
Our goal is to support and partner with financial intermediaries, allowing them to deliver improved financial outcomes to their customers. The following is only a sampling of services available for financial institutions:
We leverage our manager research and know-how to help financial intermediaries identify an investment manager for an individual mandate, or a roster of managers for a comprehensive investment program. Our research encompasses both traditional and alternative asset classes, including hedge funds, private equity and real assets.
Pavilion can design, customize and implement a variety of portfolios that can be used as the basis or a component in a comprehensive investment program. These portfolios include multi-manager strategies, alternative investments and socially-responsible investment solutions.
To help clients stay on top of their investments in today’s dynamic marketplace, Pavilion can evaluate and monitor all or partial aspects of a client’s investment program, including ongoing monitoring of investment managers and portfolio performance. In doing so, we can act as a consultant on a sub-advisory basis, based on the client’s requirements.
Pavilion can develop a variety of risk management strategies on a fully customized basis to be used in conjunction with an investment program or portfolio. Our researchers draw upon quantitative analysis and academic research to better manage risk and volatility.
Pavilion can successfully execute portfolio changes – whether it’s developing a strategy to manage the assets on a temporary basis, transitioning the assets from one investment manager to another, altering an asset allocation mix, rebalancing the portfolio for liquidation of positions or for any other reason.
Learn more about Pavilion’s institutional advisory services.