Healthcare Systems

In a changing healthcare landscape, we understand the unique challenges and complexities facing hospitals today.

For more than 35 years, we have worked with hospitals and healthcare-related institutions to build and manage investment portfolios customized to their needs. With approximately 90 healthcare clients, including 40% of the US News & World Report Best Hospitals1, we work with clients in ways to meet their individual organization’s needs.

We start every relationship with a broad-based enterprise review to assess drivers of the institution to understand the ability to assume equity and illiquidity risk within the investment portfolio and across different investment pools.

Our specialized expertise in private investments, mission-related investing, and enterprise issues specific to medium and large healthcare organizations allows us to create investment programs customized to meet the specific values and investment objectives of each healthcare organization we serve.

1US News & World Report 2018-2019 Honor Roll

Services We Offer

Portfolio Management

In building and managing a total portfolio, we work on either a fully discretionary or non-discretionary basis. Under our discretionary (OCIO) model, we are responsible for portfolio strategy, implementation, day-to-day management, and operations. Under a non-discretionary arrangement,  we are responsible for day-to-day oversight of the portfolio, providing directive recommendations on asset allocation, portfolio structure, and manager selection — all subject to approval by the client.

Asset Class Mandates

With investment expertise across asset classes, and specialized resources in alternative assets, we manage a portion of a portfolio, such as private equity, private credit, co-investments, hedge funds, real assets, or other asset classes. As with our total portfolio management services, portfolio management of asset class mandates is available on either a discretionary or a non-discretionary

Staff Extension

We partner closely with organizations that have significant investment staff to complement and augment their in-house resources. In this capacity, we provide our expertise and manager relationships across asset classes, or in specific asset classes, and act as a sounding board for investment ideas.

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