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The Well Fund

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

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The Well Fund

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  1. Improve Lives. Create Wealth. Invest in Wellness. The Well Fund Allison Putnam Micah Elconin

  2. $4.2 trillion $2.3 trillion

  3. Major Risk Factors Alcohol Blood pressure Body weight Cholesterol Existing condition HDL Illness days Life satisfaction Perception of health Physical activity Safety belt usage Smoking Stress More than 15 drinks per week Systolic >139 or Diastolic >89 BMI >27.5 Greater than 239 Heart, cancer, diabetes, stroke Less than 35 More than 5 days/year Partly or not satisfied Fair or poor Less than once per week Anything less than 100% Current smoker High People who are low risk (0-2 risk factors) cost $1397. People who are high risk (>5 risk factors) cost $4279.

  4. Reduced Turnover ROI Healthcare Savings Reduced Absenteeism Improved Productivity

  5. Employees Management • One survey per company • Complete discretion • Open ended questions • Statements: React on a scale of 1-5 • Summary: “This is a great place to work” • Randomized presentation • No incentives to answer Trust Camaraderie Pride

  6. Four Pillars of Wellness

  7. Physical Facilities Organization Specific • Top management support • PhD supervision • Certified exercise physiologist • Internal and external support team Leadership Culture • Health risk assessments (HRAs) to identify most at-risk individuals • Access to data • Personal, group, organization goals • Incentives • High participation • Positive reinforcement • Cognitive prioritization of health and whole wellbeing • Physical prioritization • Make the job itself physically safer/healthier • 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

  8. 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) • 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 Selection Criteria

  9. Fortune 100 vs the Stock Market Performance of S.I.F. Mutual Funds vs Benchmarks Risk and Return

  10. 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

  11. Questions?

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