4. Monitor, Manage and Report

Once implementation is complete, we continually monitor portfolio performance, recommend rebalancing when appropriate, and provide convenient, consolidated reporting and on-going operational support.

Operationally, we:

• Consolidate information from most major custodians and provide timely, convenient reports;
  
  
• Reduce your internal reporting workload so you can focus on effective oversight;
  
  
• Proactively identify issues that require attention and recommend appropriate solutions that are consistent with your Investment Policy;
  
  
• Track and review managers and funds monthly against our strict set of performance and qualitative criteria to provide timely indications of when a manager should be evaluated for possible replacement, and
  
  
• Recommend rebalancing or other portfolio adjustments when indicated by your Investment Policy.

With the right information, presented in a timely, comprehensible way, your Investment Committee can focus on policy and on ensuring compliance, and your staff can focus on your mission.

For information on Investment Stewardship, contact Will Thorpe, 703-716-6000 or email stewardship@masoncompanies.com

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