Public HTML RI reports - Service Provider Reporting Framework 2017

Pavilion Advisory Group / Pavilion Alternatives Group (Delisted)

Service Provider Reporting Framework 2017

Reporting Year [OO 02] Signatory category and services [OO 03 - 05]

Responsible investment policy [SG 01 - 17]

Advisory and Consultancy [AC 01 - 04] Investment policy development [AC 06] Strategic asset allocation [AC 07 - 09] Investment research [AC 10 - 11] Selection, appointment, and monitoring [AC 12 - 19]

Research and Data Provision

Product level [RDP 01] Research/process level [RDP 02 - 10]

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Basic Information

OO 01. Basic information

01.1. Select the location of your organisation’s headquarters.

United States

01.2. Indicate the number of countries in which you have offices (including your headquarters).

2 - 5

6 - 10

11 - 50

>50

01.3. Indicate the regions where you have offices.

Africa

Asia (excluding Japan & Korea)

Australasia

Canada

Continental Europe

Japan & Korea

Nordic

South America

UK & Ireland

01.4. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

230 FTE

01.5. Additional information.[OPTIONAL]

Pavilion Advisory Group and Pavilion Alternatives Group are wholly-owned subsidiaries of Pavilion Financial Corporation, an employee-owned investment services corporation with operations in the U.S., Canada, the UK and Singapore. Together we have roughly 230 employees – 150 working in traditional consulting with Pavilion Advisory Group and 80 working in alternatives consulting with Pavilion Alternatives Group.

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