Insights / Outsourced CIO

A CALM Approach to Investing Healthcare System Assets

November 17, 2020

As healthcare systems face increasingly complex investment environments and operational financial pressures, we have refined our Comprehensive Asset Liability Management (CALM) framework—an approach shaped by years of close collaboration with leading healthcare organizations.

This edition of our Fiduciary Insights series, A CALM Approach to Investing Healthcare System Assets, provides an analytical framework for integrating a healthcare system's investment decisions across multiple asset pools with its operational and financial decisions. It explores the main elements of the CALM approach in the context of the special challenges faced by healthcare systems.