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
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
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
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
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
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.
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