Investment management solutions for hospitals and healthcare systems
Hospital and healthcare systems have been relying on us to help ensure their investment programs are aligned with their overall financial objectives for nearly 40 years.
Offering holistic investment solutions for your long-term or operating pools, defined benefit plan, defined contribution plan, foundation assets, and insurance assets.
We provide outsourced CIO (OCIO) solutions as well as custom investment solutions such as consulting, dynamic, multi-asset class investment management, and implementation services to healthcare organizations of all sizes and levels of complexity.
Russell Investments' multi-asset approach is core to what we deliver to our OCIO clients
Multi-asset investing is the process of incorporating exposures to a globally diverse mix of asset classes and dynamically managing those exposures to capture short-term market opportunities and to mitigate risks. We incorporate this approach into every outsourced CIO solution we build for our clients.
The pies below illustrate a typical approach and Russell Investments’ multi-asset approach. We believe this is what makes us a best-in-class solution, a cut above the rest.
For illustrative purposes only.
The "typical" portfolio, shown on the left above, is constructed using single asset class sleeves combined with an additional tactical sleeve bolted onto the portfolio. In this type of portfolio construction, each sleeve is managed separately, and the tactical sleeve is applied without taking into account the current position and risk budget of the managers in each individual asset class sleeve.
In the Russell Investments' multi-asset approach, shown on the right above, the decision about what tactical shifts to make are informed by the underlying holdings of the managers and strategies, plus the risk budget of the total portfolio and the shifts taking place in the market. This approach gives our portfolio managers greater flexibility to adapt the portfolio to short-term market shifts to help retain long-term return potential.
This approach requires the skills of a team of full-time, dedicated, experienced investment professionals and this capability is built into every OCIO solution we offer to our non-profit clients.
Explore our investment solutions in more detail:
Handbook: Healthcare fiduciary's handbook