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 Overview
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 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.