To help hospital leadership effectively manage their investment portfolios and to strategically align their investment plans with their capital structure and objectives.

Our consulting team is led by seasoned investment consulting professionals with extensive investment knowledge and hospital operating experience. Our hospital-centered offerings (developed, starting in 1989) include:

• Evaluation of the hospital's investment plans and structural design to assess proper alignment with debt structure, operating expectations, capital expenditure requirements and risk profile,
• Delivery of Trustee/Finance Committee educational programs on investment planning, policy development and management, asset allocation and investment performance analysis,
• Incorporation of the financing and modeling knowledge and assumptions from the hospital's financial advisor into the investment planning process,
• Development of investment programs that support the strategic planning process,
• Guidance on the development of investment policies and procedures to support the investment structure that evolves from the services described above,
• Asset allocation modeling that incorporates the risk and return objectives of the organization's leadership and the variable/fixed structure of its financing program,
• Stress-testing the investment plan to project scenarios for the "what-if" impact of interest rate changes, market disruption, and the resulting impact on the investment portfolio and debt structure,
• Investment decision modeling to allow for periodic modifications to the investment portfolio's allocations with consideration of debt service costs, operating results and capital spending,
• Searches for investment managers and custodian banks,
• Investment performance evaluation including compliance with policy guidelines and comparisons with other hospitals, and
• Investment policy benchmark and hospital universe comparisons on asset allocation and performance for pooled portfolios.