Determining what can work for your organization
Conferences are great venues to hear new ideas and strategies regarding your investment program. But are these ideas right for your organization? With a lot to consider and a lot at stake, it can be tempting to keep the status quo. However, recent times have shown the necessity of adjusting your approach to safeguard the portfolio against unexpected challenges in new ways while still supporting your community and environment responsibly.
It's a lot on your plate. So let us help.
We've curated some articles on topics that may be top of mind for your organization right now. If you don't see what you need, reach out to us. We’d be happy to set up a time to talk or provide you with additional resources. Reach out.
Helpful resources
Outsourced CIO
Overview
A flexible OCIO platform can help you meet your financial objectives by assisting in the management of your operating, insurance, retirement, and foundation asset pools.
Case study
Solving merger & acquisition complexity with an OCIO partner
How we helped a health system evolve their investment program in alignment with their enterprise-wide strategic plan.
Customizable investments solutions
OverviewLarge healthcare systems can benefit from a variety of innovative solutions and leverage our expertise in portfolio management, consulting and manager research.
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Steven Everett
REGIONAL DIRECTOR
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