Due to the complexity of the organizations they serve, hospital and health system fiduciaries are already maintaining a delicate balancing act between their operations, finances and investment strategy. In this precarious environment, where challenging investment returns pose another complication on top of higher operating expenses, effectively integrating these three levers is even more critical to meeting mission goals, increasing the productivity of assets and managing ongoing risks.

In the current inflationary environment, actions should not necessarily center on shoring up the portfolio against inflation, but rather how to ensure that the asset pools are positioned in such a way that they protect the overall organization against the impacts of inflation. This includes reviewing return targets, risk levels and required liquidity. Here’s how you and your team can aim to stay afloat and ahead of the curve.