Healthcare systems should reset investment expectations as the outlook for their diversified portfolios appears challenged despite many successfully navigating the most difficult financial impacts of the COVID-19 pandemic, according to recent research.
Institutions should take a fresh look at financial and investment strategies to address challenges to their business models and maintain optimal asset allocations to meet a 7.5% historical return target, particularly in the face of a long-term era of muted returns, according to a recent study.
A foundation in the Mid-Atlantic region expanded its asset allocation range for real assets and increased its range for alternatives or non-traditional assets as part of changes to its investment policy statement last year.
A university in New England has updated its investment policy to prohibit direct investments in coal and tar sands companies and launched an impact investment initiative.