Knowledge Center ERM for Healthcare: 5 Questions to Ask at Your Next Board Meeting The answers may help frame your approach to investment management

HFMA's Voices in Healthcare Finance recently sat down with many of the presenters at its annual conference. As part of one interview, we discussed investment strategies for healthcare organizations in the context of major trends affecting the industry. 

Key topics discussed (at 11:30 in):

  • External forces changing how health systems operate and their potential impact on patient care
  • The importance of investment management to a healthcare system 
  • Why many healthcare systems are evaluating the OCIO model
  • An overview of SEI’s healthcare client base

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Legal Note

SEI AUM, HC AUM, number of HC clients as of 3/20/18.HFMA staff and volunteers determined that this product has met specific criteria developed under the HFMA Peer Review Process. HFMA does not endorse or guarantee the use of this product. The Largest OCIO Provider disclosure: Distinction based on competitive research utilizing publicly available information as of 12/31/17. Largest based on number of healthcare clients, and/or based on healthcare client assets under management in SEI’s OCIO program for which SEI has discretion for money manager hiring and replacement decisions on behalf of those clients. Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.