Pavilion Advisory Group Inc. earns special recognition as 2016 Greenwich Quality Leader for large U.S. investment consultants
CHICAGO, April 11, 2017 –Pavilion Advisory Group Inc. has been named a 2016 Greenwich Quality LeaderSM among large U.S. investment consultants. The designation is based on the Greenwich Quality Index (GQI) score, which aggregates clients’ evaluations of their firms’ investment consultant in the areas of investment counseling, manager selection, client service and commercial arrangement.
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.
“We wish to thank our clients for their feedback that has led to being named a Greenwich Quality Leader two years in a row. This designation is a testament to Pavilion’s commitment and dedication to providing high-quality services to our clients,” said Keith Mote, President & Managing Director of Pavilion. “As we continue to offer highly specialized services that complement our core investment advisory offering, this recognition will serve as great motivation for our team to continue its focus on adding value to clients in everything we do.”
In a news release issued on March 28, 2017, Greenwich Associates noted that investment consultants that receive the strongest quality ratings from institutional clients in the annual Greenwich Associates research are those that demonstrate the willingness and ability to develop a deep understanding of the institution and its needs. Managing Director Andrew McCollum stated, “This is a relationship that goes much deeper than manager search and due diligence.”
Between July and October 2016, Greenwich Associates conducted interviews with 1,216 senior professionals at 1,052 of the largest tax-exempt funds in the United States, including 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 asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Pavilion is one of three firms recognized in the large investment consultant category. The category ranking is determined by the number of responses received from clients. The ratings are representative of those clients that chose to participate in the survey. The results are not indicative of future performance.
About Pavilion Advisory Group®
Pavilion Advisory Group® offers investment consulting, advisory services, retirement benefit consulting, and implemented or discretionary solutions to corporate and public plan sponsors (DB and DC), not-for-profit healthcare systems, insurance companies, higher education endowments, foundations, and family offices. It serves a global clientele from offices in Chicago, Minneapolis, Indianapolis and New York in the U.S., and Montreal, Toronto, Winnipeg and Edmonton in Canada. Pavilion Advisory Group is a trademark of Pavilion Financial Corporation, used under license by Pavilion Advisory Group Inc. in the U.S. and Pavilion Advisory Group Ltd. in Canada. For more information, visit www.pavilioncorp.com/advisory-services.
Between July and October 2016, Greenwich Associates (Greenwich) conducted interviews with 1,216 senior professionals at 1,052 U.S. tax-exempt funds with assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their investment consulting providers. A Greenwich Quality LeaderSM designation is determined entirely by the results of the interviews described above and does not represent opinions or endorsements by Greenwich. The designation is a product of numerical scores that are generated from the results of the study interviews. Visit the Greenwich Associates website (https://www.greenwich.com/asset-management/institutions-seek-consultants-new-approaches-and-ideas) to read the full report and to learn more about the methodology. Pavilion is one of three firms recognized in the large investment consultant category, determined by the number of client citations. The designation is not indicative of future performance.