Investment solutions for
healthcare and hospital systems

Maximize your investment program's return potential, efficiently manage risk, and reduce costs for your healthcare system.

Some hospitals and healthcare systems have adequate in-house resources to manage their investment programs.

We offer customizable investment solutions for these organizations to help ensure your asset pools are handled efficiently and remain aligned with your organization's financial priorities.

Overlay strategies

PASSIVE EXPOSURE MANAGEMENT

Through techniques including smart cash equitization, rebalancing, and liquidity management, clients may help minimize implementation slippage and improve risk-adjusted returns.

ACTIVE EXPOSURE MANAGEMENT

We offer informed rebalancing and synthetic mispricing services designed to help clients profit from valuation discrepancies in the markets.

Direct investing solutions

ENHANCED PORTFOLIO IMPLEMENTATION

This approach allows institutional investors to capture the returns of multi-manager portfolios in a central account, helping reduce implementation and custody costs. It also allows investors to easily integrate ESG exposures, restrict select securities, or position the portfolio for specific after-tax outcomes.

Systematic equity strategies and dynamic completion portfolios

These strategies are built to help you to gain exposure to certain market factors within your investment portfolio to help capture additional returns and mitigate unwanted risks.

Transition management

Our comprehensive transition management strategy and dedicated resources have the expertise to help you: Minimize unnecessary costs, mitigate unrewarded risk, reduce administrative workload, and eliminate performance holidays and maintain accountability.

Currency implementation

We act on an agency basis in currency trades, negotiating competitive foreign exchange (FX) rates for clients.

Trading and execution

We know how important it is to match solid execution with a sound investment strategy. Our seasoned trading team delivers client-centric, flexible solutions while employing the latest advances in technology to find liquidity pools that reduce transaction costs and manage risk.

For almost 50 years, our global network of consultants and research analysts have helped institutional investors maintain efficient and effective investment programs.

Offering:

• Strategic advice customized around your financial goals and asset pools,
• Investment policy refinement and asset class strategy modeling,
• Capital markets insights, asset manager research, and
• Efficient implementation of investment strategies.