Cutting-edge research written for you by our analysts, and designed to deliver knowledge.

Case studies

Health system
Improved portfolio returns and reduced costs through custom cash overlay program.

Professional liability insurance company
Enhanced strategic asset allocation and reduced administrative complexity.

Healthcare system
Reduces post-consolidation complexity by developing an integrated risk financial framework.

Regional hospital
Makes strategic decision to fund pension plan using long-term assets.

Helped hospital manage credit downgrade risk, address conflicts of interest.

University endowment
Reduced complexity, improves oversight while implementing sophisticated alternative investing program.

Research articles

Five questions for 2019–Investing for success
Learn the strategic questions you should address now to retain control and position yourself for investing success in 2019.

The shortsightedness of investing in silos
Learn of the pitfalls of a siloed approach’s myopic view of the total portfolio and the benefits of using multi-asset investing strategies to help meet desired portfolio outcomes.

A case for multi-asset investing: the low-return imperative
Learn why it is “imperative” to consider all potential additional sources of return, including those that we believe are only available through a multi-asset approach.

2019 Healthcare outlook: Bolstering your organization's financial health
In today's adverse investing environment, learn how teaming with an investment partner skilled in implementation could help you improve your organization's finances.

Building a successful investment program in a changing economy Aligning investment strategy with organizational goals can help healthcare organizations find success in the wake of political, financial, and organizational change.

Becker's Hospital Review: Making investment decisions that match strategy

Helpful links and insights 

Institutional blog
We cover an array of articles ranging on a variety of topics.

Investment outsourcing for hospital and healthcare systems
OCIO solutions for hospitals and healthcare systems

Responsible investing
We reflect what matters most to you and your investment goals through a robust, integrated process.

Global Market Outlook
Markets are caught between incoming data that point to slower global growth and forward-looking factors that suggest improvement later in the year. With the pause in U.S. Federal Reserve rate hikes, we expect modest recovery in global cycle conditions.

Market Week in Review
Watch a weekly update video on global investment news in a quick 5-minute video featuring some of our top investment professionals.

Economic Indicators Dashboard
View an interactive chart featuring key economic and market indicators we've identified to help assess the current economic health and trends.


Our healthcare fiduciary’s handbook is a step-by-step guide for non-profit hospital and healthcare systems. A fiduciary roadmap to help simplify your complex investment programs.

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