Hospital system re-evaluates asset allocation strategy with an enterprise risk management approach

2026-01-13

Russell Investments

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Healthcare systems

A premier hospital system with multi-billion dollars in investible assets has historically maintained a conservative balance sheet posture, with a significant share of assets held in short-term and intermediate fixed income. The client was concerned that this historical approach might not serve them well in the future.

Solutions included an enterprise-wide modelling linking asset allocation, debt strategy and capital spending, which showed how different paths would affect liquidity, leverage and key rating-agency metrics.

Key highlights:

Enterprise risk analysis and peer benchmarking
Pool simplification and horizon-based design
Strategic asset allocation and capital-structure alignment
Investment Policy Statement rewrite and governance enhancements

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