Deploy Invested Assets and Create the Right Infrastructure
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.
- 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.
Talk with us today to develop your invested assets strategy!