Case Study: University Healthcare System gains clearer risk analytics and portfolio insight with Solovis Risk Pro

University Healthcare System manages $9 billion in investments with Solovis

The University Healthcare System, a major healthcare institution with $9 billion in investments, faced challenges with disconnected and user-unfriendly risk management tools. Their previous consulting tools and spreadsheets were difficult to use, made data import/export cumbersome, and created intra-month data gaps that hindered timely investment decisions, particularly for private market assets. They turned to Solovis and its Risk Pro platform for a solution.

Solovis Risk Pro provided an intuitive platform that simplified data access and offered clear use cases. The solution transformed the healthcare system's investment process by enabling detailed manager evaluation, portfolio construction analysis, and easy side-by-side idea testing. The Deputy CIO reported that Risk Pro is now essential for supporting key business decisions, analyzing potential allocation changes for a future "Center Book," and enhancing the analysis of private market returns through desmoothing and extrapolation capabilities.