PGM Global ranks Number 1 in Three Categories in 2017 Transition Management Survey

Montreal, October 4, 2017 – PGM Global Inc. ranked in first place, globally, for Overall  Satisfaction in Chief Investment Officer’s 2017 transition management survey, scoring
4.67 out of 5 with two-thirds (67%) of responding clients describing themselves as “extremely satisfied.”   Pavilion also ranked first, globally, in the category of Disclosure of Performance vs. Benchmarks, a measurement of industry transparency.  Pavilion repeated its first place ranking for accuracy/reliability of its estimates by having the top score in the category of Performance vs. pre-trade estimate, an endorsement from clients that answered the survey that Pavilion is very good at matching, on average, its pre-trade assessment.

“We’ve always been proud of the service we provide, and we would like to thank all of our clients who answered the survey for recognizing the quality of Pavilion’s work, year in year out,” said Mario Choueiri, Head of Transition Management. “It’s incredibly motivating to receive such scores and something our team will look to replicate in years to come.”

In CIO’s 2016 survey, Pavilion also ranked number 1 for client satisfaction in the U.S. and Canada.  Pavilion also offered the most accurate total cost estimate among global providers according to clients that answered the survey, which is  consistent with rankings received in 2015 (No.1), 2014 (No. 2) and 2013 (No. 1).

Pavilion’s transition management service helps clients move their current portfolio structure to the desired portfolio structure in the most efficient manner and at the least overall cost to the plan. For over 20 years, Pavilion has assisted institutional investors and financial intermediaries in implementing portfolio changes – whether it’s to transition from one investment manager to another, alter an asset allocation mix, rebalance the portfolio for liquidation of positions or for any other reason.

Pavilion uses its 24-hour, agency-only, global trading desk to effectively and efficiently transition clients’ assets, and leverages Pavilion’s broker and investment manager network as a source of liquidity. Some advantages of using Pavilion’s transition management service are:

  • Reduced costs through lower commission rates and an appropriate execution strategy
  • Controlled risks by managing the risk exposures (market, sector, industry, currency) and optimizing the order sequencing
  • Greater efficiency achieved by coordinating the communication between managers and custodians

From July 12 to August 4, Chief Investment Officer solicited clients of transition management services to rate the performance of the transition managers they used in the previous 12-month period. Eleven providers (global and regional) were evaluated in the survey.


About PGM Global Inc.
PGM Global offers securities trading, global macro research and transition management services to institutional investors. With roots going back almost 50 years, Pavilion brings industry-recognized capabilities including specialized global macro research and analysis, a top-ranked global trading desk and state-of-the-art technology to a broad range of clients. PGM Global, Member of CIPF and SIPC, is a subsidiary of Pavilion Financial Corporation, an employee-owned, 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. For further information,