Our experts can help you establish a clear and well-articulated role for your organization’s investments relative to claims on those resources.
A hospital or health system's cash and investments must fulfill many responsibilities, including providing for working capital, minimum liquidity levels, investment income, long-term appreciation, risk absorption, and capital funding. Each of these elements has a complex and changing set of characteristics, so the intersection of their quantitative attributes requires careful review.
We are not investment advisors; rather, our work aims to enhance their efforts by validating your organization's approach to deploying invested assets. We can assist in:
- Identifying the role of cash and investments: Applying a disciplined construct, Kaufman Hall guides your organization in articulating a clear role for investments and establishing guideline constraints, such as risk and liquidity tolerances
- Selecting investment advisors: Our experts help you navigate the process of choosing investment advisors who will best serve the organization’s interests
- Analyzing surplus return/ALM: Employing advanced analytics, we study the relationship of your operating performance, invested asset positions, and your capital structure obligations. When coupled with an Enterprise Resource Allocation framework, this analysis achieves sustained improvements
We believe in framing invested asset decisions with full consideration of broader organizational needs, thus enabling executive management, trustees, and advisors to make informed decisions that comprehensively benefit the enterprise.