Investment Consulting Services to Not-for-Profit Hospitals
Goal
To help hospital leadership effectively manage their investment portfolios and to strategically align their investment plans with their capital structure and objectives.
Services
Our professional consulting team is led by seasoned investment consulting professionals with extensive investment knowledge and hospital operating experience. Our hospital-centered offerings 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,
- 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 of the investment plan to project “what-if” scenarios for interest rate changes or market disruptions and the impact these events may have 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,
- Search for and evaluate additional or replacement investment manager or another custodian bank,
- Investment performance evaluation including compliance with policy guidelines and comparisons with other hospitals, and
- Comparisons of asset allocation and investment performance against policy benchmark and hospital universe.