Mason Investment Stewardship combines the elements of consulting, independent investment management, and continuous oversight that we believe help Investment Committees effectively and responsibly guide their organization’s investments.Some use the term Outsourced CIO or Outsourced Chief Investment Officer to describe this service.
The Mason Companies 4 Step Process
- Assess the Current Situation
- Design or Review Investment Policy Statement
- Implement the Portfolio
- Monitor, Manage and Report
We believe that an Investment Committee can best fulfill its fiduciary responsibilities by focusing on setting effective policy and by carefully monitoring implementation and performance to ensure that policy is consistently and accurately followed.
Investment Stewardship helps the Investment Committee by providing consulting, investment management, reporting and analysis services in support of this role.
For information on Investment Stewardship, contact Will Thorpe, 703-716-6000 or email firstname.lastname@example.org