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

Case studies

Healthcare system: Reduced complexity, reduced volatility, and improved pension funded status
An organization with a financially strong system was considering acquisitions. Management and the investment committee realized the need to align their investment strategy with the overall financial goals of the system.

Healthcare system: Bringing together investment strategy and future business needs
With the probability of issuing additional debt in the near future, management wanted to ensure a stable credit rating and wanted to align investment strategy with overall financial goals.

Hospital system increased returns and managed volatility with custom overlay program
Learn how we addressed this client’s unique needs and objectives, by crafting a custom overlay program combining: implementation, liquidity and investment management, and administrative coordination services.

Health system insurance company
Find out how this health system insurance company improved alignment of the investment strategy with the insurance market.

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
Discover how 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.

Research articles

5 preventative measures for fiduciaries to take in 2020
A challenging environment may be in the works for investors this year. Learn five key steps for fiduciaries to consider taking in today’s uncertain times.

5 factors for healthcare organizations to consider when choosing an OCIO provider
Not all OCIO providers are created equally. Learn what to look for when searching for an OCIO provider and what they should do for your organization.

Cash-strapped hospitals: What’s the best way to meet short-term needs?
Why busy hospitals are hurting for cash? Where can help be found? See if tapping into long-term investments is the right move.

CMS expands advances on Medicare reimbursement. How should the advances be invested?
As part of the CARES Act, any healthcare organization that is a Medicare provider can receive advance payments on future Medicare reimbursements. Learn four investment options for AAPP advances.

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.

Quitting tobacco: See if ESG exclusions hurt performance
At least 50% of U.S. and global managers underweight tobacco, our research reveals. Do tobacco exclusions impact portfolio performance?

6 key reasons to consider listed infrastructure in a multi-asset portfolio
What’s driving the demand for listed infrastructure? In times of uncertainty, listed infrastructure may be able to help smooth out the ride.

3 reasons why we believe private markets are an attractive alternative
The case for private markets as the number of publicly-listed companies is shrinking. Can exposure to private markets narrow the funding gap?


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.

Managing through market volatility
We're here to help you and your investors navigate through market volatility and focus on the long term.


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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