We attend your Investment Committee meetings to provide analysis, facilitate thoughtful review and support prompt decision making on key issues. We also provide oversight of your portfolio between meetings so that that your Investment Policy is consistently implemented.
In addition, we:
- Provide a long term perspective on investment decisions to help avoid chasing trends or last year’s "hot" performers;
- Develop and present specific action recommendations for the committee’s consideration, backed by what we believe is sound data;
- Rebalance (or advise the Committee to rebalance) when actual portfolio holdings deviate significantly from the allocation goals outlined in your Investment Policy. This disciplined approach enhances performance by encouraging the purchase of undervalued asset classes and the sale of fully valued classes and
- Provide convenient, consolidated reports to assist you in evaluating your portfolio’s compliance with your Investment Policy Statement.
For information on Investment Stewardship, contact Will Thorpe, 703-716-6000 or email stewardship@masoncompanies.com
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