When you partner with us, you retain fiduciary oversight over your entire investment program, while delegating the day-to-day investment operations to our team of professionals.
Hospitals and healthcare systems of all sizes employ an outsourced CIO approach to help enhance their investment program and expand their resources. Our customizable outsourced investment solutions are designed to provide you with a holistic investment program, aligned with your organization's overall financial goals.
OCIO solutions tailored to meet your needs
Our long track record in asset management and consulting offers you the best of both worlds. We integrate our "best-in-class" strategic advice, asset management, and implementation capabilities to provide an OCIO solution to meet your specific financial objectives.
We will serve as a co-fiduciary and take responsibility for the investment decisions and processes delegated to us.
Portfolio changes, such as risk hedging and manager changes, can be made on a real-time basis.
Focus on strategic decisions
We will provide you with strategic advice and guidance on your entire investment program, allowing you to determine where your time is most effectively spent.
A genuine focus on outcomes
Portfolios and custom solutions are specifically tailored to the organization's overall objectives as well as the goals of each specific asset pool.
Cost efficiencies and scale benefits
Gain negotiating power by allowing us to leverage our size, relationships, and access on your behalf.
Access to a well-resourced team
Over 300 investment professionals provide the insights behind our products, services, and custom solutions.
Every hospital and healthcare system is different. We create solutions tailored to fit the needs of the investment program.
RESOURCES FOR HEALTHCARE & HOSPITAL SYSTEMS
Explore in a little more detail
Find a complete list of industry awards we've won in investment outsourcing and more.
Download our overview on investment outsourcing for hospitals and healthcare systems.
Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most.
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Please reach out to me directly through this form.
Lisa Schneider, CFA
Head of Client Solutions
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