|Case Study||What is the most appropriate portfolio of healthcare investments for a multinational financial NGO?|
|Challenge||An investment organization with a multi-billion dollar portfolio of investments in emerging economies, sought to evaluate its approach to pharma and healthcare investments in these markets. More specifically the client was looking for a strategic, yet action oriented framework that could guide them in expanding their healthcare investments, particularly in the BRIC economies.|
|Engagement||RESEARCH: LISTENING LOUDLY - By looking at four specific countries, China, Russia, Brazil, and India, we:
Based on analysis of comparative strengths of the economies (macro factors), regulatory climate for pharma and healthcare and company level performance (micro factors), we built a clear set of guidelines for assessing the attractiveness of an investment opportunity presented to the client, or identifying a new one, that met the client’s internal policies and addressed sector needs.
For each country, we identified the “sweet spots” of investments by sector and size.
|Tracking Results||We helped the NGO identify and fund significant businesses in the sector guided by the framework we developed. Subsequently we performed due diligence on specific investments for our client, including helping with pricing of investments. One of the best performing investments in South Asia in the client’s healthcare portfolio today was assessed and priced by Scriplogix using these approaches.|