HealthcareConnect 360™ is a comprehensive solution for managing healthcare asset pools, including balance sheet pools, foundation assets, and defined benefit retirement plans. Our risk management framework integrates corporate finance goals in setting a customized asset allocation for all asset pools.

SEI brings the resources and expertise to deliver a solution that meets the needs of the organization.  HealthcareConnect 360™ brings significant benefits for healthcare organizations, including:

• Advanced modeling to illustrate how various scenarios impact portfolios and key organization metrics, such as credit rating
• A risk-focused framework that incorporates all trustee directed asset pools
• Reduced risk and improved return through portfolio diversification
• A more efficient manager selection and oversight process
• Co-fiduciary protection

A Solution Designed To Meet Strategic Objectives

HealthcareConnect 360™ combines investment management with proprietary strategic and technology  advice to provide a comprehensive view of the relationship between asset pools and the organization’s finances. Aligning investment decisions with corporate finance measures can provide balance sheet protection for healthcare organizations.

All major credit agencies have highlighted the importance of financial metrics such as days cash on hand, unrestricted cash/debt and cushion ratio when they assess the liquidity of an organization. Since balance sheet assets serve as one of the primary sources of liquidity, volatility around these assets has a significant impact on these financial metrics.

Healthcare investment committees are often focused on increasing diversification to best grow these asset pools. This obviously needs to remain one of the primary goals of the committee. However, SEI’s research confirms that the traditional risk/return approach can greatly impact the organization’s credit ratings.

By enhancing the current approach, organizations can set investment strategies that will more specifically complement the objectives of each pool. This type of strategic planning could provide benefits such as more efficient portfolios, balance sheet protection, improved debt capacity, and stronger assessments by major credit agencies.

Investments That Support Key Decisions

SEI offers a spectrum of investment strategies to help healthcare organizations achieve their objectives. Our specialized investment teams continuously research capital markets around the world to identify today’s most advantageous investment techniques and vehicles. With this knowledge, we construct risk-managed portfolios to be used as “building blocks.” These portfolios can be combined in any number of ways to achieve an asset allocation uniquely designed to meet your organization’s needs. The foundation of SEI’s HealthcareConnect 360™ solution is our leading  Manager of Managers investment process.

Unending, unmatched oversight

As your trusted partner, we constantly monitor your portfolio on several levels to help ensure future success:

• We remain up-to-date regarding your financial situation and objectives to be certain that the right strategies are in place to help you achieve your organization’s goals.
• Our global teams of investment professionals continually research the markets for better investment opportunities and innovative ideas.
• We stringently monitor each of the managers within the Manager of Managers program, requiring 100% transparency. In addition, we are constantly evaluating alternate managers should the need for a change arise.

Consider the Benefits:  A Partner for Success

SEI brings you economies of scale and many other benefits including:

• Our tailored portfolios offer you risk management and true diversification across investment managers and asset classes.
• You gain a sophisticated research partner providing leading-edge investment ideas and a truly customized portfolio.
• An integrated approach and modeling to help you achieve both portfolio and organizational goals
• You benefit from continuous, multilevel monitoring to ensure progress toward your goals.
• Our time- and cost-efficient approach gives you more time to focus on your organization’s core objectives.

Enjoy the peace of mind of having an experienced partner committed to meeting your objectives, managing your risk, and guiding you through future investment challenges and opportunities. Contact us for more information about how SEI can serve your organization.