Client Type: Healthcare

VantagePoint April 2019
VantagePoint: Second Quarter 2019

We recently argued that investors should take a systematic and comprehensive approach to investing in China, overweighting Chinese assets relative to their index weights. This edition of VantagePoint addresses five key questions regarding implementation decisions.
Read More »

VantagePoint January 2019
VantagePoint: First Quarter 2019

In this edition of VantagePoint, we compare and contrast the late 1990s and today; our intent is to help investors navigate this recent downturn and the next recession-related bear market (which may already be in progress), and to position their portfolios for long-term success.
Read More »

Research Report November 2018
Mission Critical: Maximizing the Impact of Healthcare System Investments

The past few decades have been generally favorable for healthcare systems; inexpensive debt, solid revenue growth, and consolidation have fueled the accumulation of sizable capital pools. Historically, many healthcare systems have treated these pools as protective reserves, investing more conservatively than endowments and foundations that rely on their portfolios for operational support. However, as pressures…
Read More »