Since the first edition of this guidebook was published in 2016, the investing landscape for non-profit hospitals and health systems has continued to evolve. This edition touches on recent developments and refreshes data sources to align with more recent events. We also streamline the existing material, add new topics, and share links to additional resources to deepen your knowledge.
Bringing simplicity and clarity out of a complex subject is no easy feat. And non-profit hospitals and healthcare systems fiduciaries often know complexity – with multiple asset pools to manage, rising costs and falling revenues governing those pools, and the challenge of guiding an organization in an industry undergoing rapid change. To help manage the complexity surrounding your investment program and ensure alignment with your organization's financial goals, we've written the Healthcare Fiduciary's Guidebook.
Reference and training tool
If you are a Board member, serve on the Finance or Investment Committee, or are the CFO of a non-profit hospital or health system, this reference book was written to help bring clarity out of complexity. Not only a great reference tool, the Healthcare Fiduciary's Guidebook is also a great primer for new Board and Investment Committee members. The Healthcare Fiduciary's Guidebook provides practical advice, planning tools, and information on best practices to help you understand and successfully fulfill your fiduciary responsibilities.
We hope this revised edition helps you continue the important work you're doing to maintain your organization's financial health and support the health of your community.
A look inside