Healthcare & Hospital Systems

Specialized investment solutions for healthcare entities — hospitals, medical systems, pension administrators, CFOs, CIOs, and treasurers.

The healthcare sector faces unique financial challenges: growing operating pressures, rising demand due to demographic shifts, infrastructure needs, and an increasingly complex regulatory and economic environment.
At AI Investments, we partner with healthcare institutions to design comprehensive investment strategies that deliver stability, growth, and long-term financial resilience.

How We Serve Healthcare Clients

We support healthcare systems, hospitals, and medical organizations with solutions that address both short-term liquidity needs and long-term strategic goals:

  • Global portfolio construction & delegated portfolio management (OCIO) for healthcare systems.

  • Treasury & liquidity management to meet operational obligations and capital requirements.

  • Investment strategies for reserves and pension funds associated with healthcare entities.

  • Proactive risk management, including financial, market, and regulatory factors.

  • Integration of sustainability (ESG) into investment strategies, aligned with AI Investments’ corporate sustainability commitments.


Investment Strategies We Offer

We provide a broad toolkit of investment capabilities designed to match the evolving needs of healthcare organizations:

  • Fixed Income – income stability, liability matching, and resilience during volatility.

  • Alternatives – private equity, private credit, infrastructure, and opportunistic strategies.

  • Equities – active, index, and systematic strategies, including sector-focused allocations.

  • Indexing & ETFs – efficient exposure, diversification, and cost-effective access.

  • Liquidity Solutions – short-term funds, cash strategies, and operational liquidity management.


Our Differentiated Approach

  • Advanced analytics and technology to monitor risks and market scenarios.

  • ESG integration as a core part of every portfolio, not a side consideration.

  • Adaptability to local healthcare regulations and financial frameworks.

  • Transparency with customized reporting on performance, risk, and impact.


Insights & Resources

We provide ongoing knowledge and tools to help healthcare clients make informed decisions:

  • Research and insights on healthcare trends, demographics, regulation, and innovation.

  • Webinars and events tailored for healthcare executives and fiduciaries.

  • Case studies showcasing solutions implemented for peer healthcare institutions.

  • Healthcare FAQs: liability-driven investing, ESG integration, adapting portfolios to shocks such as medical crises.


Dedicated Healthcare Team

Our team brings deep expertise across investment management, healthcare finance, and sustainability.
We collaborate closely with healthcare CFOs, CIOs, investment committees, and boards.

💼 Interested in how these strategies could enhance your portfolio?

Connect with our team or explore our investor platform for more details.