Whether you’re caring for the sick, fighting poverty, or providing financial support to students, Pavilion is committed to helping you do even more good in the world.
From tools and research to advice and outsourced solutions, we are dedicated to providing you with the services you need to achieve your goals and support your mission.
Outsourced investment management (OCIO) solutions let you focus on mission-related initiatives — while remaining as engaged with your investment decisions as you want to be.
Managing financial assets is a core activity that can distract nonprofit organizations from focusing on more strategic initiatives related to your mission. We can help manage the day-to-day details of running the investment, operational, and administrative aspects of your program, freeing your team or investment committee to focus on driving strategic value, pursuing your mission, or transforming your organization.
No two nonprofits are alike. Our goal is to develop a customized outsourced solution that best fits your organization’s governance and decision-making structure while maintaining flexibility (as illustrated below) to make changes over time as your organization grows and evolves. We can manage the entirety of your investment program or you can choose specific aspects of your investment program to delegate to our OCIO team.
While we can’t predict the future, our global investment research team can provide you with an unprecedented view of capital markets, investment managers, and alternative investments. Equipped with these deep insights, we can help you develop a well-diversiﬁed portfolio of investments that’s designed to capitalize on market opportunities.
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:
What values are important to your organization? At Pavilion, we recognize the critical role of responsible investing to help ensure your portfolio is aligned with your mission, values, and environmental, social and governance (ESG) beliefs.
To help you advance your goals, our consultants work closely with you to develop a holistic approach to investment program design that includes custom investment policy development, responsibly-aware asset allocation advice, and responsible investment manager selection.
As a leader in the ﬁeld, we advised the United Nations on the development of the Principles for Responsible Investment (PRI) — an international network of investors committed to incorporating the UN’s principles for ESG issues into their investment practices — and we are also a UN PRI signatory.
While institutional portfolios are complex, we can help you stay informed with our extensive support services, including performance analysis, manager monitoring, client education, and vendor evaluation. Our consultants have deep experience distilling complex information into actionable insights and can help you gain a better understanding of your investment portfolio.
Access whitepapers, survey results, webinar replays and upcoming nonprofit events.
I'd like to set up a free consultation or receive more information.