ESBD_544474_1785427718497_Attachment B - 2026 HC Investment Policy (CC Approved 072826).pdf

This is a 2026 Healthcare Investment Policy document approved by the County Commissioners Court, establishing guidelines and parameters for investment management services in the healthcare sector. The policy outlines the strategic framework for healthcare-related investments and sets forth the criteria, objectives, and operational procedures that investment advisors must follow when managing funds on behalf of the county. The document serves as the foundational policy document for RFP 2026-P17, which seeks qualified investment advisors to provide advisory services in accordance with these established guidelines.

The policy establishes investment objectives focused on optimizing returns while maintaining appropriate risk management protocols for healthcare-sector investments. It specifies eligible investment categories, performance benchmarks, diversification requirements, and governance structures for investment decision-making. The document defines fiduciary responsibilities and compliance standards that selected investment advisors must maintain throughout their engagement. Key provisions address asset allocation strategies, permissible investment vehicles, reporting requirements, and oversight mechanisms to ensure alignment with the county's healthcare funding objectives and long-term financial sustainability.