Healthcare organizations face myriad challenges, including operating margin pressure, an evolving regulatory environment, and industry consolidation, which heightens the need for these organizations to balance prudent risk management with investment goals.
Given this demanding environment, we believe healthcare clients benefit from our consultative approach to defining their investment solution for a wide range of needs, including balance sheet assets, employee benefit/retirement plans, foundations, and more.
Objectives
Healthcare organizations face myriad challenges, including operating margins pressure, an evolving regulatory environment, and industry consolidation, which heightens the need for these organizations to balance prudent risk management with investment opportunities and goals.
Common issues our clients face include:
√ Maximizing short-term balance sheet assets in a persistently low interest rate environment.
√ Crafting a responsible investing fixed income strategy that conforms to their investment policy statement.
√ Minimizing volatility of pension plan funded status.
√ Investing insurance pool assets in line with regulatory requirements.
Solutions
We believe our healthcare clients benefit from our consultative approach to defining their investment solution, as we work to understand their operating profile, liquidity positions, and long-term strategic plans.
Common solutions for our healthcare clients include:
√ Solutions for operating assets, including customized cash portfolios and other short-duration investment strategies.
√ Liability hedging portfolios customized to a pension plan’s unique liability cash flows.
√ Fixed income investment strategies designed with the objective of providing consistent risk-adjusted returns.