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Clients

Highland brings expertise in traditional and alternative investments to not-for profit healthcare entities and mission-based organizations. We may be engaged as a traditional advisory consultant or as a discretionary outsourced manager of assets.

Healthcare

The not-for-profit healthcare world is unique and ever changing. Highland Associates was specifically formed in 1987 to help not-for-profit healthcare clients develop, implement and maintain specialized investment programs. The firm’s unique approach to portfolio construction as well as working relationships with industry rating agencies and other third parties have positioned Highland as a leader in this industry.

Click here to read A Conversation With Moody: Investment Programs in the Rating Process 

Click here to read Moody’s Industry Report: January 2010

Healthcare Insight

Retirement Plans: DB & DC

The landscape continues to become more complex for both defined benefit plans and defined contribution plans. Highland partners with our clients as a fiduciary to help control the business risks associated with operating plans and help deliver the benefits intended.

Click here to read Highland’s Defined Benefit Services Overview 

Click here to read Spotlight: Defined Contribution Tribble vs. Edison 

Click here to read Managing Fiduciary Risk

 

Foundations & Endowments

Highland’s goal is to ensure that the investment portfolio reflects the needs of the organization as a whole. For foundations and endowments, Highland understands the interdependence of spending policy, investment policy and mission. Specifically, we know how important it is for all of the pieces to work together to fund the needs of today as well as tomorrow.

Click here to read Capital Markets Quarterly Third Quarter 2014

Click here to read New Perspectives On Operating Endowments

Insurance

Highland has a long history in assisting many of our health care clients with their related insurance companies. The firm has expertise in constructing portfolios for both onshore and offshore entities and has developed a deep understanding of the insurance industry’s complex tax, regulatory, and liability environments. Additionally Highland has a long history in constructing portfolios for non-profit and for profit health plans. We understand the objective of managing to risk-based capital tiers while working within the different state regulatory requirements.

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Investing for the total client nationwide.

RECENT RESEARCH

Asset Allocation | January 2023

Asset Allocation | December 2022

Asset Allocation | November 2022

Asset Allocation | October 2022

Asset Allocation | September 2022

Asset Allocation | August 2022

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The information provided herein is for informational purposes only. While Highland has tried to provide accurate and timely information, there may be inadvertent technical or factual inaccuracies or typographical errors for which we apologize. The information provided herein does not constitute a solicitation or offer by Highland, or its subsidiaries and affiliates, to buy or sell any securities or other financial instrument, or to provide investment advice or service. Nothing contained herein should be construed as investment advice or a recommendation to purchase or sell a particular security. Investing involves a high degree of risk, and all investors should carefully consider their investment objective and the suitability of any investments. Past performance is not indicative of future results. Investments are subject to loss.


Copyright © 2023 · Highland Associates, Inc.
Headquarters - Birmingham
2545 Highland Ave. S., Suite 200
Birmingham, Alabama 35205–2478

Phone 205.933.8664
Fax 205.933.7688

St. Louis
8182 Maryland Avenue, 12th Floor
St. Louis, MO  63105

Phone 314.615.3501
Connect with us.  
Email:information@highlandassoc.com