Institutional Focus Highland Associates specializes in institutional investment programs for not-for-profit healthcare, foundations, endowments, and defined benefit and contribution plans, indicating a clear target for enterprise-level RFPs and long-term advisory engagements.

AUM Growth With approximately $20 billion in assets under management as of July 31, 2025, Highland presents a sizable wallet and recurring advisory opportunities across sophisticated institutional clients.

Healthcare Expansion Recent leadership addition in healthcare consulting suggests a strategic emphasis on healthcare clients; this presents cross-sell opportunities into hospital systems, healthcare foundations, and medical endowments seeking specialized investment strategies.

Digital & Data Maturity Active use of advanced martech and experience platforms (Adobe Experience Cloud, The Trade Desk, Qualtrics) coupled with analytics tools indicates openness to data-driven partnerships, client experience enhancements, and scalable digital outreach for client acquisition.

Strategic Partnerships Smaller to mid-sized firm profile with substantial revenue indicates potential for joint ventures, sub-advisory arrangements, or outsourced investment program management services to broaden capabilities for larger institutions or blended portfolios.