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The Well Fund: Enhancing Wellness, Creating Wealth, Transforming Lives

Join Allison Putnam and Micah Elconin in investing $4.2 trillion to tackle major health risk factors like alcohol consumption, high blood pressure, excessive body weight, and elevated cholesterol levels. Aiming to improve perception of health and life satisfaction, the fund emphasizes physical activity, safety belt usage, and stress management. By targeting individuals with fewer than 5 risk factors, the fund aims for reduced turnover, enhanced ROI, and significant healthcare savings. Through structured surveys and the Four Pillars of Wellness, organizations can benefit from improved employee productivity and engagement. By proactively addressing health risks and providing a supportive culture, companies can reduce absenteeism and expenses related to employee health coverage. With a focus on leadership, incentivization, and setting achievable goals, The Well Fund aims to create a holistic approach towards employee well-being and organizational success.

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The Well Fund: Enhancing Wellness, Creating Wealth, Transforming Lives

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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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