Educational Institutions

Educational Institutions

In today’s investment consulting environment, specifically in education, the role of a chief investment officer is often outsourced to a third-party advisor like Mason.  Mason provides investment consulting services to educational institutions in higher education and for independent schools.  With an Outsourced Chief Investment Officer, or OCIO, a foundation or endowment’s staff can leverage the skill and expertise of an on-call investment office without the administrative burden and expense of on-site staff.  For organizations that prefer to maintain the final decision-making authority on manager selection and portfolio rebalancing, Mason offers a traditional or non-discretionary service model.

Mason was founded in 1982, and today our institutional division represents a significant portion of our assets under management.  Our institutional practice includes foundations, endowments, corporate funds and retirement plans and we manage short, intermediate and long-term portfolios.  As we have expanded over the years, we have built a track record of client retention, investment performance and a knowledge base that may be useful to your staff, committee and board.

Is There a “Best” Service Model?
Mason provides a range of services and service models.  We recognize that each committee is unique.  Some committees prefer to maintain the final decision-making authority over every manager hire/fire decision, each buy/sell order and every rebalancing opportunity.  Other committees prefer to focus more on policy and less on implementation.  In either case, Mason has a solution.