Hospitals and healthcare systems have trusted us for almost 40 years to ensure their investment programs are aligned with their financial objectives.
We offer comprehensive investment solutions for long-term or operating pools, defined benefit and contribution plans, foundation, and insurance assets.
Our services include outsourced CIO (OCIO) solutions and custom investment solutions such as consulting, dynamic, multi-asset class investment management, and implementation services for healthcare organizations of all sizes and levels of complexity.
Solutions and capabilities for healthcare systems
Outsourcing capabilities
You retain fiduciary oversight over your program, while delegating the day-to-day investment operations to us.
Investment solutions
Designed to maximize return potential, efficiently manage risk, and reduce costs for health systems.
Case studies & research
Cutting-edge research written for you by our analysts, and designed to deliver knowledge.
RFP Builder
Selecting a outsourcing partner can be complicated. Our "build your own" request for proposal (RFP) tool can help.
You can count on these guiding principles that underline our investment approach
Investment discipline
We use a research-driven investing approach free from emotional and behavioral biases. Our investment strategy involves:
- Evaluating a wide range of investment opportunities.
- Identifying areas where potential returns are greatest.
- Maintaining strict investment disciplines to ensure your portfolio remains stable and balanced.
Open architecture
No single asset manager can do it all. We leverage our industry manager research to find the asset managers we believe to be among the best in the world. Then, we incorporate them into a portfolio designed to meet your risk and return requirements.
Outcome-oriented investing
It's not enough to beat benchmark returns. We start with understanding your objectives and then design an investment solution tailored to meet your goals.
Dynamic portfolio management
Our investment capabilities empower us to respond quickly to market changes. Timing and efficient implementation are crucial, and every basis point matters.
Cost-efficient approach
Our investment solutions are designed to help you increase returns and reduce risk, all while staying within your fee budget. We utilize our scale, purchasing power, and access to help you achieve your goals.
Effective risk management
It's critical to "know what you own" before making changes to your investment portfolio. We leverage our advanced software and tools to help manage risk and reduce unexpected outcomes.
A GUIDEBOOK FOR HEALTHCARE SYSTEMS
We created the Healthcare Fiduciary's Guidebook as a step-by-step guide for non-profit hospitals and healthcare systems to provide a fiduciary roadmap to help you simplify your complex investment programs.
Recent research articles
Hear from our experts on the latest issues our clients care about most
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