MONTREAL and CHICAGO, Sept. 23, 2013 /PRNewswire/ - Pavilion Advisory Group, a full service investment consulting and advisory firm, today unveiled MGR-IQ, its newly enhanced, proprietary investment manager database.
"Over 20 years ago, Pavilion undertook to build and maintain its own database for the simple reason that it is critical to our success in understanding the investment management community," said J. Keith Mote, Jr., Managing Director of Pavilion Advisory Group. "Today we are unveiling an enhanced research tool, with intuitive data fields and superior functionality, which will help us search for investment excellence, on behalf of our clients, in both traditional and alternative asset classes."
MGR-IQ houses proprietary quantitative and qualitative information on 1,300+ managers and 5,000+ investment strategies. This is supplemented by information on approximately 9,000 investment managers and more than 22,000 investment strategies, accessed through a data sharing agreement with eVestment.
For each strategy, MGR-IQ provides performance and risk analytics, portfolio characteristics, and corporate and product profiles detailing the history and organizational structure of the firm, its people (their backgrounds and investment experience) and the investment philosophy and process.
MGR-IQ is a powerful tool used by Pavilion consultants and researchers to conduct manager searches and to inform the firm's recommendations to clients. Pavilion clients who access MGR-IQ may call upon Pavilion investment consultants and research analysts for an in-depth and independent opinion on specific managers and strategies of interest.
Ryan Anderson, Research Consultant and Director, Manager Research said that the Pavilion research team conducts well over 1,000 meetings with investment managers each year including onsite visits to the managers' offices. "We are a research-driven organization. This knowledge is incorporated into MGR-IQ and leveraged as we work with clients to search for and select their investment managers."
As a premium, full-service investment consulting and advisory firm, Pavilion Advisory Group serves a wide range of institutional investors that collectively manage $400 billion in assets. Based on client needs, Pavilion can provide à la carte offerings, comprehensive full retainer consulting and advisory services, and/or implemented solutions with a level of discretion over client portfolios. Pavilion Advisory Group and MGR-IQ are trademarks of Pavilion Financial Corporation used under license by Pavilion Advisory Group Ltd. in Canada and Pavilion Advisory Group Inc. in the United States. Pavilion Financial Corporation, an employee-owned firm, is a diversified global investment services firm that provides leading investment expertise and implementation support to help institutional clients and other investors preserve and enhance their assets.
SOURCE Pavilion Financial Corporation