Top considerations for not-for-profit healthcare organizations in 2022
In our Top Considerations for Healthcare Organizations in 2022 paper, we focus on revisiting portfolios in preparation for the next drawdown. Our recommendations to clients include stress-testing portfolios, addressing inflationary risks and assessing liquidity.
Our healthcare investment team believes there are substantive actions that healthcare allocators can implement across their various asset pools to improve outcomes despite these difficult market and industry conditions. Our Top Considerations paper for 2023 views the opportunities and challenges of the current environment through the following lenses:
- Mitigating the impact of inflation through new diverse investment strategies
- Taking advantage of a higher interest rate environment
- Capturing potential attractive private market valuations (for those who can tolerate illiquidity risk) while maintaining pacing models
- Considering the impact of the US dollar’s strength across portfolio exposures
Download our paper to learn more. We hope these considerations can provide some positive investment ideas and strategies in what is expected to be another challenging year in 2023.