Deploy Invested Assets and Create the Right Infrastructure
What we Do
Our team empowers healthcare leaders to develop a strategic approach to deploying invested assets and create the right infrastructure for managing these investments.
Our experience is a value differentiator for healthcare organizations of all sizes and types in defining their invested assets approach.
Develop your invested assets
strategy for a changing
healthcare environment
How we Help
Our Strategic Approach to Healthcare Investments
Identify the role of cash
and investments
We guide organizations in articulating a clear role for investments and establishing guideline constraints, such as risk and liquidity tolerances.
Select the right
investment advisors
Our team helps healthcare leaders navigate the process of choosing investment advisors who will best serve their organization’s interests.
Analyze surplus return and
asset liability
Using advanced analytics, we provide guidance on the relationship between operating performance, invested asset positions, and capital structure obligation.
Featured Invested Assets Insights
Stewarding Cash and Invested Assets to Support Organizational Challenges
Cash and investments play a number of important roles for not-for-profit healthcare. Understand the three common approaches to managing invested assets in healthcare today.
Article
How Refining Your Organization’s Approach to Treasury and Capital Markets Can Yield Strategic Value
In this article, Eric Jordahl and David Ratliff describe the core Treasury functions in healthcare organizations and discuss the need to tightly integrate Strategic, Financial, and Treasury Planning.
Article
Perspectives on Treasury and Capital Markets in the COVID-19 Crisis: The Now, Near and Far of Invested Asset Management
This webinar looks through the lens of investment advisory and outsourced chief investment officer perspectives. Watch the full webinar!
Webinar