Board Pack Metrics Quick Reference
Recall the four perspectives of a balanced pension board pack.
battlecard compare F-MIC What four perspectives should a pension board pack cover? Funding, Members, Internal process, Capacity Balanced pension governance Investment-heavy pack versus balanced pension pack Trustees need the full pension system, not only the asset portfolio. Pack design The board only has time for investment performance this quarter. Your line Performance matters, but a one-page member and controls dashboard protects the board from missing benefit-payment and administration risks. Letting market commentary crowd out member outcomes. It acknowledges time pressure while defending a minimum balanced view. Objection What makes a metric board-ready? Threshold, trend, owner, and next action. A number…
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