Mercer | Top 10 Considerations for Not-for-Profit Health Care

Mercer recommends that not-for-profit healthcare organizations should prioritize their actions in 2018

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Top Investment Considerations for Not-for-Profit Healthcare Organizations in 2018
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Calendar01 January 2018

Healthcare and hospital systems are facing major financial pressure today. Americans are getting older, increasing the demand for healthcare, while reimbursements aren’t going up in kind. Uncertainty regarding national healthcare policy, as well as the constant challenge of recruiting and retaining high-quality nurses and doctors, are adding to these formidable challenges. In this era of squeezed margins, a thoughtful investment strategy can help healthcare systems position themselves for a strong future. As healthcare organizations begin 2018, we believe their investment priorities should include taking an enterprise-level view of their investment strategy and risk management.  

Mercer recommends that not-for-profit healthcare organizations prioritize the following actions in 2018.

Ditch the Silos and Adopt Enterprise-wide Risk Management

Align Investment Portfolio Posture and Strategic Plan

Implement a Resilient Interest Rate Posture

Determine How M&A May Affect Investment Strategy

Establish a Journey Plan for Eliminating Pension Risk

Consider Maturity Needs Across ‘Liquid’ Assets

Assess Vulnerability to 403(b) Plan Lawsuits

Consider Aligning the Mission and Portfolio

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