Roles & Responsibilities - Charters

Cortex can help clients to prepare clear and comprehensive charters that describe the roles and responsibilities of the key pension plan decision-makers including:

• The Board
• Board Committees (a separate charter is typically created for each committee)
• Officers of the Board (Chairperson, Vice Chairperson)
• Executive Director/ Chief Executive Officer
• Chief Investment Officer

Charters are invaluable tools as they serve as a useful frame of reference for board members and staff, and can serve as a helpful education tool for future board members.

For further information, please contact Tom Iannucci or Michael Long by e-mail or by phone at (416) 967-0252 ext. 223 and ext. 233 respectively.