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Linking your financing and investment decisions to improve the overall health of the enterprise

White Paper Published By: Russell Investments
Russell Investments
Published:  Mar 24, 2016
Type:  White Paper
Length:  5 pages

For a non-profit enterprise seeking to design effective investment portfolios for its asset pools, understanding the role of each of those asset pools is a crucial first step.

The organization's goals and exposures can impact all parts of its portfolio construction process, from initial broad decisions on risk tolerance to more targeted decisions on asset-class exposures and investment vehicle preferences.

Given that each non-profit hospital and health system has its own unique situation, this Russell Viewpoint offers a framework for evaluating asset-allocation decisions. We highlight the need to consider and discuss the following:

  1. Multiple roles of each asset pool within the enterprise
  2. Market environments in which the stability of the individual pools would become most important
  3. Any income statement implications of portfolio decisions