Healthcare initiatives
Few understand nonprofit healthcare like we do
Nonprofit healthcare organizations are facing challenges on all fronts. With an aging U.S. population, the need for services continues to grow across all communities. Technology is becoming a bigger determinant of how healthcare is delivered, and healthcare systems are coping with managing costs while protecting resources.
Our goal is to ensure the investment portfolio reflects the needs of the entire organization. Understanding how assets maximize the mission of the organization is what we do best. Highland is uniquely qualified to provide investment advice and counsel for this complex market.
Specialists with decades of experience
Highland has served nonprofit healthcare entities since 1987. This group comprises the majority of our client base, with 20% having been with us for more than 20 years.
Knowledgeable services to support your staff
Due to our long-term client relationships, we are well-versed in supporting healthcare administration in a multitude of areas. This includes third-party interaction with financial advisers, auditors, accountants, and rating agencies. Our assistance is in addition to the services described in our full list of services.
Dedicated healthcare analytics team
Highland has assembled an experienced analytics team for our healthcare clients. In addition to gathering data, our staff employ an enterprise risk model to build an organization's optimal portfolio. This technology minimizes speculation, empowering informed decision making. The team also serves as a conduit for industry news and updates.
Proprietary tools for informed decisions
Drawing upon our long history in healthcare, we have pioneered proprietary tools to optimize portfolio construction.
CORE Vantage helps assess organizational risk & return impacts
CORE is an acronym for Comprehensive Organizational Risk Evaluation. Strategic planning is supported by our CORE Vantage tool, which gauges the impact of differing asset allocation scenarios on a healthcare portfolio. This proprietary tool is helpful in determining whether an organization can take on more risk in favor of increased return.
PEER Vantage enables benchmarking against peers
Highland maintains a database of over 400 healthcare systems. With this proprietary tool, we can create custom peer groups for comparison based on credit rating, census data, financials, asset allocation (operation or pension), or funded status. Gaining perspective on peer organizations can provide relevant insights.
Our Blueprint menu of services
We can work with you to determine the structure and deliverables that are the right fit for your program.
Strategic consulting
To help clients manage risk while building portfolios, we tie asset allocations to specific objectives.
Team-driven support
Clients enjoy a dedicated team, offering multiple points of contact & matching expertise to needs.
Fiduciary education
Custom sessions, publications & forums support clients' informed decision making.
Research
Original research & networks inform our views on risk & return across asset classes & geographies.
Shared fiduciary responsibility
As a fiduciary, we act in the best interest of our clients. When our clients succeed, we succeed.
Spending & liabilities analysis
Our asset allocation model matches assets to a liability stream & helps inform the portfolio objective.
Investment policy statement development
We build this overarching framework by identifying a client’s return objective and risk tolerance.
Portfolio strategy
The building blocks of our portfolio strategy consist of strategic, structural and tactical components.
Manager selection
We can advise on a robust due diligence process evaluating managers on their philosophy, process and people.
Trading
Portfolios are reviewed at least monthly to monitor target allocations relative to current allocations.
Reporting
Regular reports track relative performance — benchmarks and peer groups, fees, attribution and risk/return.
Operational support
We enable nonprofit staff to focus on mission goals by assuming responsibility for a wide variety of operational tasks.