Pavilion investment consulting services include global research, customized solutions, advice, portfolio strategy and oversight, and delegted OCIO solutions – all aimed at achieving better outcomes

Pavilion | Investment Services

Pavilion investment consulting services include global research, customized solutions, advice, portfolio strategy and oversight, and delegted OCIO solutions – all aimed at achieving better outcomes

Investment Services Investment Services

Investment Services

Formulating the blueprint for investment success.

The Expertise to Prudently Manage Your Investment Portfolio

Are you managing your portfolio the way you said you would? At Pavilion, we’re dedicated to working closely with you to implement good governance practices, make well-informed investment decisions, and pursue your goals. Specifically, we can aid you in five key areas:

  • Strategic Planning & Investment Policy. To help you formulate a customized, strategic plan, we consider your investment objectives, risk tolerance, and cash flow needs relative to appropriate market opportunities. After comprehensive discussions with your team, we assist you in creating  or reformulating your Investment Policy Statement (IPS) to provide a clear roadmap for investment-related responsibilities, guidelines, frameworks, and performance standards.
  • Asset Allocation. Asset allocation is the primary driver of investment risk and return, so we work closely with you to create a diversified portfolio that reflects your unique needs and is designed to help you meet your investing objectives. By utilizing asset allocation modeling and developing an array of portfolio allocation options, we can help you select strategies that are designed to optimize returns.
  • Risk Management. What if you could identify portfolio risks before they arose? At Pavilion, we offer innovative ways to measure, diversify, and manage investment risks. Drawing on quantitative analysis and academic research and taking into consideration your risk profile, we identify investment strategies that can help position your portfolio to achieve results over the long term.
  • Implementation. While asset allocation and risk management are critically important, we believe that implementation is the key to success in a low-return environment. This requires access as well as shifting focus on alpha-producing managers in public and private equities and fixed income—and we can help.
  • Fee Negotiations. Investment fees can chip away at total returns, however our not-for-profit consulting services are supported by Mercer's global scale and size, giving our clients access to desirable managers.

Why Choose Pavilion?

Pavilion's dedicated not-for-profit consulting team provides creative perspectives and customized solutions that can help you deliver on your mission over the long term.

About Pavilion

As a leading not-for-profit investment consultant, we offer a full spectrum of research, advice and delegated solutions for healthcare, endowments, foundations and faith-based organizations.

115+

Dedicated not-for-profit investment professionals across the United States

$390 Billion

Under advisement in the not-for-profit marketplace

345

Not-for-profit organizations who have chosen Pavilion as their investment partner

$17 Billion

Under management in delegated solutions from not-for-profit client partners

Please see Important notices for further information.

Services to be provided by Mercer Investments LLC, which is one of several, associated legal entities that provides investments services to clients as part of a global investment advisory and investment management business (collectively referred to as “Mercer”).

Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.

Information above is as of December 31, 2017

 
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