Investments with purpose

Through purpose-driven investments, Health Forward is focusing on how our resources can create more just economic outcomes that advance health and expand access to wealth.

We believe we can meet financial and health equity goals while simultaneously enhancing representation and funds inclusive of for-profit enterprises. To that end, we are proactively diversifying the investment firms and managers we partner with.



In 2020, none of our assets were managed by Black or Latino/a managers.



In 2022, $332 million of
our invested assets were under management by Black- and Latino/a-owned investment managers.



Our board has established a goal of reaching 45 percent of assets committed to firms owned or managed by Black and Latino/a people by the end of 2024.