The Mason Companies Home Page
 
 
Investment Stewardship for Endowments & Funds
1. Assess the Current Situation
2. Review Investment Policy Statement
Our Approach to Asset Allocation
3. Implement the Portfolio
4. Monitor, Manage & Report
Investment Committee Support
Considerations for Pension Funds
Why Choose Mason Investment Stewardship
Download Our Investment Stewardship Brochure

 

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.

The Mason Companies 4 Step Process

1. Assess the Current Situation

2. Design or Review Investment Policy Statement

3. Implement the Portfolio

4. 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 stewardship@masoncompanies.com



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