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Healthcare Organizations

Defined Benefit Pools

Liability-Driven Investments From Our Pension Consultants Put Your Plan On-Track To Ensure High and Stable Funding Status For Your Pension or Other Post-Employment Benefit (OPEB) Plan  

Endowment Pools

Working With Our Nonprofit Endowment Specialists Can Maximize The Longevity and Impact Of Your Endowed Pools Through Liquidity Management And An Innovative Public/Private Markets Portfolio

Operating Pools

We Design And Manage A Robust Operating Pool Strategy That Focuses On Cashflow Consistency And Growth Through The Lenses Of Portfolio and Enterprise Risk Management

Our comprehensive service supports all of your investment pools:

  • Collaborate with Internal Staff (Actuaries, Audit), Committees and Board
  • Educate Committees on Investment and Governance
  • Develop a Customized Investment Policy 
  • Recommend a Customized Liability-Driven (LDI) or Asset-Only (AO) Asset Allocation 
  • Dynamic Portfolio Rebalancing
    and Risk/Liquidity Management
  • Manager Search and Selection
    (Public and Private Markets)
  • Fee and Term Negotiations with Third-Party Vendors
  • Portfolio Compliance and Funding Status Monitoring
  • Private Market Capital Calls and Distributions

We'll help you take your plan to the next level.

Learn More

Contact Our Healthcare Investment Specialists For More Information:

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