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
- 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
- Provide portfolio construction, manager evaluation, selection, and ongoing monitoring
- Facilitate investment performance reporting and investment review meetings
- Ensure custody and safekeeping of assets with online access
Latest Articles and Insights
Donor Fatigue – What Is It and How Do We Prevent It?
When we think of donor fatigue what comes to mind? The persistent ask for money? The overwhelming amount of emails form not only your organization but the others a donor may support?
The prevention of donor fatigue can be avoidable which would only add to long-term and consistent fundraising success. This terminology is often misunderstood as a donor being no longer interested in your organization, it may actually be a result of excessive communication, insufficient stewardship, and a lack of meaningful follow‑through. Don’t take this the wrong way but when donors feel over‑solicited and under‑appreciated they tend to disengage quietly.
2026 Outlook: Managing Wealth in an Age of Massive Disruption and Profound Change
As we prepare for a new year and for the commemoration of our nation’s 250th anniversary, our 2026 Market Outlook, developed by our Key Wealth Chief Investment Office team, delves into the latest research, insights, and economic data to help you navigate our nation’s evolving societal landscape, artificial intelligence, market shifts and more so you can make informed decisions and grow your portfolio
KeyBank Institutional Advisors is the marketing name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients.
KeyBank National Association is the Trustee of the KeyBank Multiple Investment Trust (the "MIT") for Employee Benefit Trusts and the KeyBank EB MaGIC® Fund. The KeyBank EB MaGIC® Fund is sub advised by Mellon Investment Corporation. Advisor receives a fee for their services. An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although the money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.
Banking and trust products are offered by KeyBank. All credit products are subject to collateral and/or credit approval, terms, conditions, and availability and subject to change.
When considering gift planning strategies, the donor should always consult with the donor's own legal, tax and financial advisors. KeyBank does not give legal advice.
Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY