Healthcare Institutions 

Investment management for healthcare systems.


With a deep understanding and experience in all levels of healthcare finance, KeyBank will create a plan tailored to the needs of your institution using a collaborative approach that always puts your needs first. 

Comprehensive Healthcare Finance Services
 

  • Customized investment policies and programs 
  •  Design a customized investment policy and program
  • Coordinate with changing capital, spending, revenue recognition, and loan covenant needs
  • Serve as a fiduciary extension of your organization
  • Advise on asset allocation, investment, and risk management strategies
  • Portfolio construction, manager evaluation, selection, and ongoing monitoring
  • Investment performance reporting and investment review meetings
  • Custody and safekeeping of assets with online access

Latest Articles and Insights

Healthcare M&A: PE firms see brighter days ahead
Healthcare M&A: PE firms see brighter days ahead

At the recent Cain Brothers Private Company Healthcare Conference in New York, Andy Goldberg, managing director at Cain Brothers, talked with several private equity partners about how they’re approaching portfolio, capital, and platform capital allocation in the current environment.

Partnerships to address healthcare energy needs
Partnerships to address healthcare energy needs

An increasing number of public and private healthcare institutions have been making public commitments to meet aggressive decarbonization goals. Energy public-private partnerships (P3s) have emerged as a promising solution to achieve Net Zero and Energy Transition pledges in healthcare through alternative project delivery, leveraging private sector expertise, innovation, and capital.

Kickstarting innovation part I: bringing health systems and private equity together for good
Kickstarting innovation part I: bringing health systems and private equity together for good

Cain Brothers convened their first-ever collaboration conference between health systems and private equity (PE) investment firms. Historically, health systems and PE firms have coexisted but not engaged meaningfully with one another. That is changing. Energized conference participants connected, explored, debated and networked. Looking for new solutions to tough problems, they found common purpose in creating value-based service offerings.

Public-private partnerships can unlock hospitals’ hidden value, especially in challenging times
Public-private partnerships can unlock hospitals’ hidden value, especially in challenging times

The sky-high inflation of the past 18 months has hit healthcare organizations’ financials particularly hard. Public-private partnerships (P3s) can help by offering innovative partnership solutions that leverage opportunities to accelerate development, transfer risks and incentivize innovation.

The key to modernizing healthcare: Embedded banking
The key to modernizing healthcare: Embedded banking

Differentiation becomes a challenging endeavor with hundreds of Revenue Cycle Management (RCM) and Practice Management (PM) companies in the US targeting a finite set of healthcare practices. Capabilities are similar, pricing is similar, and even some of the logos look similar. Right now, winning a new practice comes down to user experience and one or two features that fit the practice's needs, but the winning margin is razor-thin.

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KeyBank Institutional Advisors is the marketing name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients. 

Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.

This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.

KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.

KeyBank does not give legal advice. Banking products and services are provided by KeyBank, Member FDIC.

Investment products and services are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

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