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Investment Office

The Investment Office manages the financial assets of the hospital system, which include board-designated reserves in the form of a quasi-endowment, as well as donor funds entrusted to Children’s Health in perpetuity.

Our goal is to deliver outstanding long-term investment returns for the benefit of Children’s Health, our community, and our mission to “make life better for kids.”

About the Investment Office

The Investment Office was established in 2014 to manage the system’s financial assets in support of North Texas’s current and future pediatric care needs. The staff has grown to six full-time investment professionals who bring a wide range of institutional investment experience to the organization.

For the fiscal year ended 2023, the investable assets of the Children’s Medical Center Foundation totaled $2.1 billion dollars. Portfolio assets are used to support hospital operations and a variety of initiatives including capital expenditures for growth, medical research, and charity care.

System assets are invested to support consistent distributions to the hospital and its mission while preserving purchasing power over time. The investment portfolio maintains a balance capital appreciation potential, portfolio diversification, and risk mitigation in support of Children’s Health and its perpetual time horizon as a not-for-profit pediatric hospital in a growing region. Children’s Health is one of the few pediatric health systems in the United States to support an annual distribution substantially in excess of our minimum required payout.

Asset Allocation and Areas of Support

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See more info in our recent Endowment Prospectuses:

What is the investment philosophy at Children’s Health?

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The Foundation’s investment portfolio offers a wide array of opportunities for active investment management, giving us the chance to partner with talented external fund managers to identify investment opportunities with expected returns exceeding that of the broader stock and bond markets.

Our investment philosophy revolves around four distinct pillars: a long-term investment horizon, focus on active management, deliberate portfolio diversification, and prudent risk management. Portfolio diversification across investment mandates, styles, geographies, and asset classes combined with our focus on active management provides us with the opportunity to seek out long-term investment outperformance for the benefit of Children’s Health.

The Investment Office’s primary fiduciary duty is to the financial interests of the hospital system, its mission, and our community. Because of the perpetual nature of our mandate, we prioritize partnerships and investment strategies that can generate sustainable long-term returns to support the Children’s Health mission for generations to come.

What we look for in investment partners

We are always eager to meet talented investment partners that can grow with us as we look to realize our goal of making life better for children. If you are interested in partnering with us or supporting our mission, please contact us at investmentinfo@childrens.com.

Investment Staff

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