Case studies for
healthcare and hospital systems
We have a long tradition of in-depth thinking on the most complex challenges investors, like you, face. Our cutting-edge research is written for you by our analysts to deliver knowledge.
Client case studies
Model implementation: What is it and how can it help?
Discover how a large healthcare system with multiple investment pools achieved significant cost savings and enhanced portfolio control through Russell Investments' model implementation, featuring custom screens, reduced trades, improved portfolio control and analytics.
Solving merger & acquisition complexity with an OCIO partner
Learn how we helped a health system streamline its multiple asset pools, retain control where desired, decrease the complexity of its investment program, and reduce expenses.
Health system insurance company
Find out how this health system insurance company improved alignment of the investment strategy with the insurance market.
Healthcare system
Explore how we reduced post-consolidation complexity by developing an integrated risk financial framework in this client case study.
Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client's specific needs.
Strategic research
A framework to align investment and enterprise-wide financial strategies
Discover a framework for non-profit hospitals and health systems to design investment portfolios aligned with organizational goals and supporting the financial needs.
OCIO for non-profits and healthcare: A nimble overview
Since the pandemic, healthcare organizations have turned to OCIO to better align their assets and operating funds. Read the highlights from this Pensions & Investments webinar.
How we helped a health system evolve its investment program in alignment with its enterprise-wide strategic plan
A case study on how we helped a health system streamline their multiple asset pools, retain control where desired, decrease the complexity of its investment program, and reduce expenses.
Capital market expectations have changed. Should health systems consider reducing risk and leaning into fixed income now?
Before making asset allocation changes, we believe there are three factors health systems should consider.
Why hospitals and healthcare systems should consider private credit
Key reasons why we believe hospitals and healthcare systems should explore adding private credit to their investment programs.
How health systems can enhance returns through effective implementation
Ideas to help you pursue some of the easiest and most reliable sources of investment return.
A GUIDEBOOK FOR HEALTHCARE SYSTEMS
We created the Healthcare Fiduciary's Guidebook as a step-by-step guide for non-profit hospitals and healthcare systems to provide a fiduciary roadmap to help you simplify your complex investment programs.
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