NEPC is driving change in the healthcare industry by working with senior-level financial executives at hospitals nationwide to establish a universe of financial intelligence unlike any other at their disposal.
Starting in 2016, NEPC gathered financial data from healthcare providers that enabled the firm to develop a sample set of how healthcare company operating pools are invested.
From the latest survey data, we identified three key survey themes forming as well as the development of industry trends:
- The ability to take risk is not driving portfolio construction
- Debt levels influence returns
- The number of FTEs doesn’t improve returns but may improve risk efficiency
Dave Moore, partner and head of NEPC’s healthcare practice said that these healthcare organizations need to have a better sense of what their peers (those with similar financial metrics and ratings) are doing, at least in the macro sense. While this information share shouldn’t influence an investment program, it certainly informs an investor on the risks they take relative to their peers.
To learn more about how you can leverage this information or have any questions, contact our Healthcare team at Healthcare@NEPC.com.
Only participants in the data collection process have access to the full survey results. Become a Participant here.