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Support Your Mission by Investing for the Long Term

A well-managed investment portfolio should support your mission for years to come. However, the reliance on this pool of capital can make your institution vulnerable to adverse events. Pavilion can help.

 

By working closely with your organization, we can help you gain a more strategic perspective on governance processes and implementation considerations — ensuring the checks and balances necessary to support successful investment execution. Our solutions feature:

 

  • A team that partners with you. Our dedicated endowment and foundation practice team has extensive experience working with many types of not-for-profit organizations. We understand industry best practices and tailor investment solutions so that they are designed to meet your unique operating circumstances, tolerance for risk, and spending needs.
  • A focus on effective, efficient decision-making. Pavilion’s portfolio construction, monitoring, reporting, and communication philosophies are all focused on helping you make effective decisions, efficiently. That’s because everything we do is designed to help you meet your investment goals and support your mission.
  • A full suite of services. From investment research to advice to delegated solutions, Pavilion offers a full suite of services specially tailored for endowments and foundations. Discover all we have to offer to help drive your long-term investment results.

 

 

 

 

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The scale of work that we do with endowments and foundations and the depth of our specialist team provide a unique value to our clients.  —  Texas Hemmaplardh, Partner, Endowment & Foundation Segment Co-Leader
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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.

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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 State
$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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