We partner with healthcare leadership in the development of portfolio policy and strategy to ensure their investment plans are strategically aligned with their financial goals.
The investment pools within healthcare organizations are distinctive, and we work on maximizing the risk-adjusted yield on funded depreciation, debt reserve, pension plan and operational assets. Our work begins with a discussion of the various pools, their purposes and sizes, their risk and return targets, and specific requirements such as bond covenants and daily cash-on-hand needs. From there, we begin our process of analyzing the current investment program and its ability to meet needs compared to potential alternative strategies. In addition, we can develop investment structures for frozen pension plans and expanding defined contribution plans.