Considerations for Pension Funds

Pension Funds require unique attention because of their unique cash flow requirements and the impact of investment assumptions of the funding organization.

The Mason Companies works closely with plan trustees and actuaries to understand the assumptions that govern expected funding requirements and projected cash flow requirements. We incorporate this understanding into our review of the Investment Policy Statement, and our design of our allocation strategy recommendations.

We work with the plan trustees and Investment Committee to provide the information and reports needed for the plan trustees to exercise fiduciary oversight, as well as data and analysis to support a thorough discussion of risk management and its effect on funding requirements.

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

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