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  • July 2003 (Revised December 2003)
  • Case
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Investment Policy at New England Healthcare

By: Jay O. Light, Luis M. Viceira and Akiko M. Mitsui
  • Format:Print
  • | Pages:14
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Abstract

The Investment Committee of New England Healthcare must decide how to invest three long-term investment pools: a long-term, endowment-type fund and two pension plans. In particular, the committee is evaluating whether the two pension funds--one is a "final salary" pension plan, the other a "cash balance" pension plan--should have special investment considerations due to the unique characteristics of these plans' liabilities.

Keywords

Decisions; Asset Management; Investment; Investment Portfolio; Policy; Taxation; Health Industry; England

Citation

Light, Jay O., Luis M. Viceira, and Akiko M. Mitsui. "Investment Policy at New England Healthcare." Harvard Business School Case 204-018, July 2003. (Revised December 2003.)
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About The Author

Luis M. Viceira

Finance
→More Publications

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More from the Authors
  • RTX's Lifetime Income Strategy: Shaping the Future of Retirement By: Daniel Green, Luis M. Viceira and Sarah Mehta
  • Index and Active Investing: Vanguard and the New Frontier of Active ETFs By: Marco Sammon and Luis M. Viceira
  • Technical Note on Mutual Funds and Exchange Traded Funds (ETFs) By: Marco Sammon, Luis M. Viceira and Jonathan Kanagasabai
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