Search Sort by Newest to OldestOldest to NewestRelevanceA-ZZ-A How strategic resource allocation shaped investment strategies for two health systems Not-for-profit healthcare is an inherently challenging business. With capital-intensive strategic imperatives, constrained margins, few controllables and persistent volatility, the balance sheet has never been more central to long-term sustainability for providers. Article The Rate Environment Is Changing: What to Do Now? The rate environment appears to be beginning to change, but there may be opportunities to extend earning a higher yield by extending maturity. The question is one of timing, and the answer depends on each organization’s assessment of the risks and resource needs that lie ahead. Article Positioning Short-Term Assets in the Current Rate Environment Because it has been so long since we have experienced a rate environment that provides for noticeable earnings, the art of generating excess earnings from cash assets may have gone dormant in the minds and busy days of treasurers. If so, it is time to bring that art back to life. Article Find the Right Partner: Demystifying the Investment Consultant Search Process Terri Wareham and Bobby Bruning joined a Finance, Administration & Operations Group (FAOG) webinar, where they highlighted best practices and key considerations for an investment consultant search process. Webinar Creating a Responsive Balance Sheet In this webinar hosted by Russell Investments, Thomas Jefferson University’s SVP and Chief Investment Officer Alfred Salvato describes the benefits of implementing a strategic resource allocation framework across the organization’s balance sheet assets. Webinar Perspectives on Treasury and Capital Markets: Invested Asset Management This webinar looks through the lens of investment advisory and outsourced chief investment officer perspectives. Webinar
How strategic resource allocation shaped investment strategies for two health systems Not-for-profit healthcare is an inherently challenging business. With capital-intensive strategic imperatives, constrained margins, few controllables and persistent volatility, the balance sheet has never been more central to long-term sustainability for providers. Article
The Rate Environment Is Changing: What to Do Now? The rate environment appears to be beginning to change, but there may be opportunities to extend earning a higher yield by extending maturity. The question is one of timing, and the answer depends on each organization’s assessment of the risks and resource needs that lie ahead. Article
Positioning Short-Term Assets in the Current Rate Environment Because it has been so long since we have experienced a rate environment that provides for noticeable earnings, the art of generating excess earnings from cash assets may have gone dormant in the minds and busy days of treasurers. If so, it is time to bring that art back to life. Article
Find the Right Partner: Demystifying the Investment Consultant Search Process Terri Wareham and Bobby Bruning joined a Finance, Administration & Operations Group (FAOG) webinar, where they highlighted best practices and key considerations for an investment consultant search process. Webinar
Creating a Responsive Balance Sheet In this webinar hosted by Russell Investments, Thomas Jefferson University’s SVP and Chief Investment Officer Alfred Salvato describes the benefits of implementing a strategic resource allocation framework across the organization’s balance sheet assets. Webinar
Perspectives on Treasury and Capital Markets: Invested Asset Management This webinar looks through the lens of investment advisory and outsourced chief investment officer perspectives. Webinar
