Your Balancing Act in a Shifting Landscape
Healthcare organizations manage multiple pools of assets—including operating, capital asset and long-term investment pools, together with foundations, pensions and retirement plans. Each one has its own unique purpose, return objective and risk profile that makes the entire investment program more complex.
Add to this complexity continuing changes in regulations, reporting requirements, leadership (including mergers and acquisitions), new technologies and even worldwide health crises like a global pandemic. Striking a balance of risk, return and liquidity has never been more challenging.
Risk, Return and Liquidity
Finance professionals recognize the imperative of strategic asset allocation from an enterprise-wide perspective, and how investment performance in one pool can reverberate to other pools and the broader organization. A holistic view of your enterprise needs can be accomplished with the guidance of an independent investment consultant and co-fiduciary.
Trying to do more with fewer resources—both human and financial, while managing operating assets in a low interest rate environment demands more innovative ways of achieving your funding goals. Highland’s experience and modeling capabilities can help you explore strategies that can optimize returns relative to your organization’s risk tolerance and funding priorities.
Hospital foundations can be an effective fundraising and investment management vehicle. They offer healthcare organizations tools for managing investments and administering planned giving and endowment funds. A growing foundation can generate annual spending dollars to benefit your healthcare system. Highland understands the interrelated facets of managing foundation assets so you can not only do good, but do it better.
Since 1993, Highland has advocated for retirement plan sponsors. Today, we continue to advocate for our clients’ success by becoming knowledgeable in what matters to them and their plan’s success.
We tailor our service with customization that encompasses not only plan investments, but also thoughtful plan design, compliance monitoring, fee management, and participant communication as well.