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
How 401(k) Pooled Employer Plans Can Mitigate Fiduciary Risk and Responsibilities
Employers that offer a 401(k) retirement plan to their employees take on significant fiduciary risk and responsibilities as well as administrative duties. These fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single employer 401(k) plan.
Pooled Employer Plans, the Next Frontier for Improving Participant Outcomes
The 401(k) plan has become the dominant source of retirement savings for most Americans. That said, a 401(k) plan was not originally designed to be the primary retirement tool.
2025 Outlook: Meet the New Boss. Same as the Old Boss?
See how our leading experts interpret the news, trends, and opportunities this year already brings. In our 2025 market outlook, our Key Wealth Chief Investment Office team delves into the latest research and insights to help you navigate our evolving political landscape, inflation, tariffs, immigration, deregulation, tax policy, interest rates, and market and economic data so you can make informed decisions and grow your portfolio.
Optimizing Investment Selection for Foundations: A Look Beyond Underlying Manager Fees
For foundation investment committees, selecting the right investment managers is paramount to achieving their financial objectives and maximizing their charitable mission. While fees are a consideration, prioritizing solely on underlying manager fees can be detrimental. This paper explores why a comprehensive approach that prioritizes value over cost is essential for foundation investment committees.
KeyBank Institutional Advisors is the brand 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