PNC Healthcare Matters

Spring 2018 Issue

 

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A Note From Brian Kelly, Head of PNC Healthcare

The pace of transformation within the healthcare industry has accelerated in 2018. Within this edition of PNC Healthcare Matters, we discuss the potential impact of tax reform on tax-exempt financing and related interest rate risk management. We also provide insight into the potential for the healthcare industry to use distributed ledger technology to gain efficiencies. And this edition discusses the role of responsible investing and gives an overview of how investors view healthcare.

At PNC Healthcare, we endeavor to help find clarity, opportunity, and growth through the rapid change within the industry, and in this edition of PNC Healthcare Matters we are delighted to provide additional insight on strategies for navigating through the industry headwinds successfully.

If you would like more information on any of the articles in this edition, or if you would like to share your perspective on these topics, we would love to hear from you.

We also welcome your thoughts on additional industry topics or issues that you would like to learn more about in future editions. Feel free to reach out to your Healthcare Relationship Manager or me directly at brian.r.kelly@pnc.com. We would enjoy the opportunity to discuss your ideas and feedback.

On behalf of everyone on the PNC Healthcare team, we sincerely appreciate your relationship and your continued interest in PNC's perspective.

 

How Investors View the Healthcare Sector

For investors, the healthcare industry’s secular growth rate is appealing, but the profitability outlook isn’t as clear. During 2017, a key question for investors was the sluggish pace of commercial patient utilization, a trend that resulted in generally softer than expected hospital admissions and a less favorable payor mix.

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Why You Should Actively Manage Your Derivative and Debt Portfolios

Recent legislation may drive the tax-exempt cost of debt higher. It is important to actively monitor and manage one’s debt and derivative portfolio. Policy implications can and do impact the composition of the balance sheet with the unintended consequence of moving a borrower along the risk spectrum. Active management can ensure the desired risk and debt composition.

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Will Blockchain Become a Welcome Disruption in Healthcare?

The healthcare industry is a prime candidate for data disruption fueled by margin compression, payment reform, the incentivizing of quality and value of healthcare and the persistence of antiquated manual processes that produce marginal results. One solution 20% to 50% of healthcare executives are exploring is blockchain technology.

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Do No Harm: Can an Investment Portfolio Match a Health Care System's Underlying Mission?

We are all familiar with the medical credo “do no harm.” For healthcare systems that already operate under this premise, incorporating the credo into their investment portfolios can be the next step. Here we define how responsible investing (RI) is helping to change the dynamics between institutional investors, such as healthcare systems, and the ways they achieve their goals in alignment with their values.

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