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

Case studies

Health system
Learn how we helped implement three key changes for a regional hospital to reduce the likelihood and frequency of future unexpected pension contributions, along with their potential negative impact on the overall financial health of their hospital.

Professional liability insurance company
In this client case study we served as a strategic partner for an organization's investment committee and staff, enabling them to benefit from greater diversification and breadth of investment strategies, and a reduced administrative workload.

Healthcare system
Explore how we reduced post-consolidation complexity by developing an integrated risk financial framework in this client case study.

Regional hospital
Learn how we helped this client make a strategic decision to fund their pension plan using long-term assets.

This client case study explores how we helped a hospital manage credit downgrade risk and how to address conflicts of interest.

University endowment
Discover how we reduced complexity, improved oversight while implementing a 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
Access the insights of our industry-leading authorities on global markets, advisor issues and institutional investing.

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
Navigating global markets is more challenging than ever. To get a sharper view, access the data-driven insights of our global investment strategists.

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
What’s the state of the economy? We've identified key economic and market indicators to help assess current conditions and compare them to historic ranges.


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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