The Well Fund
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The Well Fund Allison Putnam Micah Elconin Improve Lives. Create Wealth. Invest in Wellness.
description
Improve Lives. Create Wealth. Invest in Wellness. The Well Fund. Allison Putnam Micah Elconin. $4.2 trillion. $2.3 trillion. Major Risk Factors. Alcohol Blood pressure Body weight Cholesterol Existing condition HDL Illness days Life satisfaction Perception of health - PowerPoint PPT Presentation
Transcript of The Well Fund
The Well Fund
Allison PutnamMicah Elconin
Improve Lives. Create Wealth. Invest in Wellness.
$2.3 trillion $4.2 trillion
Major Risk FactorsAlcohol Blood pressure Body weightCholesterolExisting conditionHDLIllness daysLife satisfactionPerception of healthPhysical activitySafety belt usageSmokingStress
More than 15 drinks per weekSystolic >139 or Diastolic >89BMI >27.5Greater than 239 Heart, cancer, diabetes, strokeLess than 35More than 5 days/yearPartly or not satisfiedFair or poorLess than once per weekAnything less than 100%Current smokerHigh
People who are low risk (0-2 risk factors) cost $1397.People who are high risk (>5 risk factors) cost $4279.
ROI
Improved Productivity
Reduced Absenteei
sm
Healthcare Savings
Reduced
Turnover
Employees
TrustCamaraderie
Pride
– Statements: React on a scale of 1-5
– Summary: “This is a great place to work”
– Randomized presentation– No incentives to answer
– One survey per company– Complete discretion– Open ended questions
Management
Four Pillars of Wellness
Physical Facilities Culture
Leadership
OrganizationSpecific
Physical Facilities
• Fitness center on-site– Discounts /
membership at off-site facilities
• Healthy food options– Cafeteria– Vending machines• Low cost or company
subsidized• Ergonomic Workstations• Safety Equipment
• High participation• Positive reinforcement • Cognitive prioritization of
health and whole wellbeing• Physical prioritization
– Make the job itself physically safer/healthier
CultureLeadershi
pOrganization Specific
• Top management support• PhD supervision• Certified exercise
physiologist • Internal and external
support team
• Health risk assessments (HRAs) to identify most at-risk individuals
• Access to data • Personal, group,
organization goals• Incentives
Turnover • 56.4% - Food Service/Accommodation• 52.4% - Leisure/Hospitality• 34.7% - Retail Trade• 28.7% - Construction• 27.8% - Professional & Business
Services• 27.4% - Transportation and Utilities
Absenteeism • 10.7% - Emergency
Services• 10.7% - Healthcare• 8.7% - Utilities• 8.5% - Transportation• 7.7% - Customer
Service• 6.4% - Manufacturing
Employee Health Coverage• 83% - Utilities• 74% - Mining, Oil, Gas Extraction• 67% - Manufacturing• 65% - Finance & Insurance• 61% - Educational Services• 61% - Communications• 60% - Wholesale Trade• 58% - Transportation and
Warehousing
Industry Focus• Utilities• Manufacturing• Transportation• Finance and Insurance• Emergency Services and Healthcare• Customer Service (Retail, Hospitality, Food
Service)
Selection Criteria
1 year 3 year 5 year 10 year
-10.00%
-5.00%
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%
30.00%
35.00%
40.00%
US Large CapUS Mid CapUS Small CapUS Balanced
Risk and Return
Performance of S.I.F. Mutual Funds vs Benchmarks
Fortune 100 vs the Stock Market
Potential Investors
• Companies– Outdoor Products– Health Products– Athletics– Natural Foods– Agriculture– Vitamins/
Supplements– Insurance Companies
• Foundations– Reduction of
primary health issues
– Parks and Recreation
– Environment
• LOHAS consumers
Questions?
