BlackRock’s dedicated healthcare practice stands ready to meet the complex - and interconnected - investing challenges of hospital and healthcare systems. Our team works with healthcare CFOs, CIOs, Treasurers, 403b plan sponsors and pension managers to create customized solutions across asset classes.
Healthcare
Opportunities in fixed income
Allocations to fixed income can provide healthcare systems with a layer of stability and promote predictable returns, fostering a sustainable and low-risk source of income.
Alternative strategies
Alternatives allow healthcare investors to diversify beyond traditional markets to help grow assets and defend against volatility. Expanding the private markets toolkit may help mitigate j-curve effects and/or capitalize on investable themes.
How we serve healthcare and hospital systems
BlackRock takes a collaborative approach with each client, fully committed to helping solve their unique investing challenges:
- Whole portfolio solutions and OCIO services
- Cash and liquidity solutions
- Strategic investing of balance sheet assets
- Pension strategy and solutions
- Innovative retirement solutions
- Insurance investing expertise
- Proactive risk management
Innovating and evolving for a new era in healthcare
Faced with mounting operational pressures and a shifting demographic and labor landscape, healthcare systems are being forced to rethink how their investment portfolios support long-term resilience. BlackRock's latest publication details how healthcare systems are reimagining and innovating portfolio construction for the new era.
Investing strategies for healthcare and hospital systems
With access to BlackRock’s extensive suite of investment strategies across asset classes, our dedicated healthcare team creates a tailored client experience built to address each client's unique objectives.
Fixed income
Healthcare investors aiming for a reliable income stream and lower risk compared to other asset classes are integrating more diversified fixed income strategies within their portfolios.
With Rick Rieder as BlackRock’s Chief Investment Officer of Global Fixed Income, BlackRock helps healthcare and hospital systems navigate the entire fixed income spectrum - from active & index, public to private, fundamental & systematic - to help deliver better outcomes, convenience, value and transparency for our clients.
Spotlight strategies for healthcare investors
Unconstrained
BlackRock’s unconstrained fixed income strategies, including Strategic Income Opportunities Fund (SIO), navigate across sectors to optimize for stable attractive returns, while managing downside risk.
Liability-Driven Investing (LDI)
Our LDI platform provides defined benefit plan sponsors with the power and flexibility of one of the most comprehensive fixed income businesses in the world, combined with proprietary asset-liability focused technology.
Short Duration
BlackRock’s Short Duration strategies employ a fundamental, diversified and relative-value approach focused solely on the front end of the yield curve.
Cash and liquidity solutions
Healthcare systems require robust cash and liquidity solutions that address immediate operating expense and long-term financial commitments, such as capital expenditures and unexpected liquidity events. Balancing these needs with an eye for enhancing yields can offer a framework that fosters resilience, while carefully mitigating risk.
BlackRock offers custom investment strategies and vehicles such as money market accounts (MMAs), short duration strategies, ETFs and separately managed accounts (SMAs) to deliver on client’s individual liquidity needs.
Outsourced Chief Investment Officer (OCIO)
BlackRock’s OCIO team aligns the firm’s investment expertise, robust research platform and advanced technology to help healthcare clients achieve their investment goals.
The pandemic underscored the importance of healthcare and hospital systems to our communities, but at the same time significantly disrupted their operating models. Our continued partnership with healthcare providers allows us to understand their liquidity needs and manage costs.
BlackRock’s OCIO services for healthcare help providers across their varied asset pools:
- Develop an investment playbook that includes liquidity needs and risk profiles
- Improve investments returns during a time of rising operating and labor costs
- Make strategic investments across public and alternative markets
Dedicated CIO model
Our CIOs are aligned with specific client segments, helping them solve specific challenges.
Broad investment toolkit
Investing in today’s markets requires a full toolkit of investment capabilities, from active, index, factor to alternative—all of which BlackRock can provide.
Daily monitoring
We help clients make timely investment decisions and use our Aladdin® technology to model risks in portfolios.
Cost-effective partnership
We serve as an extension of a client’s staff to help free up their time to focus on what’s important.
Diversified alternatives
As healthcare investors look to expand beyond traditional allocations in search of alpha generation, such as stable cash flows and uncorrelated income streams, alternative strategies are playing an increasingly critical role in their portfolios.
At BlackRock we believe that the need for an approach to alternative investing that is scalable, disciplined, integrated, technology-enabled and transparent has never been greater. BlackRock's alternatives platform is designed to deliver healthcare and hospital systems outperformance across a range of investment solutions such as private credit, private equity, infrastructure and hedge funds.
Spotlight strategies for healthcare investors
Private credit
BlackRock offers a suite of solutions across private credit, including direct lending, opportunistic and special situations investments strategies.
Private equity
Our private equity platform takes a holistic approach to private equity portfolios, offering both direct strategies and portfolio solutions that align with client's objectives and seek to deliver persistent outperformance.
Infrastructure
BlackRock’s global reach, deep experience and sourcing prowess make the foundations of a powerful infrastructure platform, enabling investments in the trends shaping the world of tomorrow.
Equities
Healthcare and hospital systems seeking resilient long-term capital appreciation and/or a hedge against inflation often look for investment opportunities across BlackRock’s extensive equity platform.
Our fundamental and systematic equity strategies offer healthcare investors curated access to global markets as well as key investment insights. BlackRock’s equity investors and researchers combine company-specific research, innovative proprietary modeling and industry analysis to provide clients with insights that aim to deliver consistent, differentiated outperformance.
Fundamental
Our fundamental active equity investment strategies leverage BlackRock’s resources in efforts to meet client demands for higher alpha and outcome-oriented strategies.
Systematic
BlackRock’s systematic investment platform combines cutting-edge technology, scientific research and human insight in the relentless pursuit of investment performance.
Index
Index investing strategies, including ETFs and direct index customization, can help reduce portfolio volatility, create liquidity sleeves and reduce costs.
Index investing
For over 50 years, we have developed a wide array of index strategies across sectors, qualities and geographic regions to meet client needs. We partner with healthcare clients to deliver customized beta exposures and invest in technology, such as Aladdin, to continually enhance and improve our index replication process.
Employing index investing strategies in institutional portfolios can help achieve a variety of goals including reducing portfolio volatility, creating liquidity sleeves and reducing plan investment costs. Index exposure is available to institutional investors through separate accounts, pooled funds and exchange-traded funds (ETFs).
Managing liquidity
Whether used as a permanent liquidity sleeve or a temporary way to access markets, ETFs can bring liquidity and low trading costs.
Enhancing cash
Institutions can incrementally increase yield by stepping out of cash across a spectrum of short duration offerings and respective risk levels.
Adjusting tactical and strategic allocations
Immediate, low-cost strategic exposure to sectors where active management may be insufficient or unnecessary.
Tools and resources
Client Solutions Group (CSG)
CSG leverages BlackRock's Aladdin® platform and expertise across the firm to deliver dedicated portfolio analysis that helps clients reach their end goals and develop solutions reflective of their core philosophy.
BlackRock Educational Academy (BEA)
BEA is an industry leading academic platform providing real time education from our suite of experts. We cover a broad range of topics that suit your learning style and schedules, through our on-demand library, in-person and virtual events.
More tools and resources
Why BlackRock for 403(b) plans
As a global leader in retirement plan investments for nonprofit organizations, BlackRock has extensive experience partnering with 403(b) plan sponsors in healthcare, public schools and universities, religious organizations.
Additional clients we serve
Commons questions
ADDITIONAL RESOURCES
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