Case Study

Regional Hospital Makes Strategic Decision To Fund Pension Plan Using Long-Term Assets

Regional Hospital Makes Strategic Decision To Fund Pension Plan Using Long-Term Assets

1 Russell Investments // Healthcare case study THE ORGANIZATION A regional hospital providing a wide array of services, employing over 200 physicians and 1,600 clinical and administrative personnel. Management oversees multiple asset pools, including a long-term investment account, a frozen pension plan, and a foundation - just under $200 million in all. The pension plan represents about half of the total investible assets. The challenge A

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