Healthcare Fiduciary’s Guidebook

The Healthcare fiduciary's guidebook is a fiduciary roadmap designed to help simplify your complex investment programs.

Request yours today

A practical overview for non-profit hospitals and healthcare systems

Second edition

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.

 

LEARN ABOUT OUR SERVICES FOR HOSPITAL AND HEALTHCARE SYSTEMS
 

Managing complexity

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

Key Inputs for Designing SAA for Operating Assets

Request today

* Asterisks indicate required fields.

The information, analyses and opinions set forth herein are intended to serve as general information only and should not be relied upon by any individual or entity as advice or recommendations specific to that individual entity. Anyone using this material should consult with their own attorney, accountant, financial or tax adviser or consultants on whom they rely for investment advice specific to their own circumstances.

Products and services described on this website are intended for United States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

© Russell Investments Group, LLC. 1995-2026. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.