Appendix D

Readings and Resources

NOTES: These select readings and resources are intended to provide a sampling of the rich material available on the workshop topics. Unless otherwise stated, all links accessed December 2, 2018.

REFERENCES FROM THE COMMISSIONED INFOGRAPHIC (APPENDIX E)

CBO (Congressional Budget Office). 2016. The richest 10% hold 76% of the wealth. https://www.cbo.gov/publication/51846.

Costanza, R., I. Kubiszweski, E. Giovannini, H. Lovins, J. McGlade, K. E. Pickett, K. Vala Ragnardottir, D. Roberts, R. De Vogli, and R. Wilkinson. 2014. GDP and Life Satisfaction are not closely correlated. Nature 505(7483). https://www.nature.com/news/development-time-to-leave-gdp-behind-1.14499.

Cuckler, G. A., A. M. Sisko, J. A. Poisal, S. P. Keehan, S. D. Smith, A. J. Madison, C. J. Wolfe, and J. C. Hardesty. 2017. Healthcare spending in 2026 is projected to be $5.7T. Health Affairs 37(3):482–492. https://www.healthaffairs.org/doi/abs/10.1377/hlthaff.2017.1655. [Cited as CMS, 2017, in infographic.]

OECD (Organisation for Economic Co-operation and Development). 2017. Healthcare costs in the US are 2.5X other OECD countries. https://www.oecd-ilibrary.org/social-issues-migration-health/health-at-a-glance-2017_health_glance-2017-en;jsessionid=9WQSaummIhZSexDdOk13tePH.ip-10-240-5-4.

Planned Giving Design Center. 2011. A new generation of investors is likely to inherit $40T. https://www.pgdc.com/pgdc/why-41-trillion-wealth-transfer-estimate-still-valid.

SELECTED READINGS FROM THE FIELD OF HEALTH CARE AND POPULATION HEALTH

Changing Concepts of Value and Payment Reform

AcademyHealth. 2017. Bridging the divide: Supplementing payment reform to promote needed investments in population health. https://www.academyhealth.org/blog/2017-04/bridging-divide-supplementing-payment-reform-promote-needed-investments-population.

AcademyHealth. n.d. Payment reform publications. https://www.academyhealth.org/about/programs/payment-reform-population-health.

Ash, A. S., E. O. Mick, R. P. Ellis, C. I. Kiefe, J. J. Allison, and M. A. Clark. 2017. Social determinants of health in managed care payment formulas. JAMA Internal Medicine 177(10):1424–1430.

Graber, D. R., and A. O. Kilpatrick. 2008. Establishing values-based leadership and value systems in healthcare organizations. Journal of Health and Human Services Administration 31(2):179–197.

Homer, J., B. Milstein, G. Hirsch, and E. Fisher. 2016. Combined regional investments could substantially enhance health system performance and be financially affordable. Health Affairs 35(8):1435–1443.

Kindig, D. A. 1997. Purchasing population health: Paying for results. Ann Arbor, MI: University of Michigan Press.

Kindig, D. 2015. From health determinant benchmarks to health investment benchmarks. Preventing Chronic Disease 12:1500–1510.

Magnan, S. J., and D. A. Kindig. 2018. Purchasing population health—revisited. Population Health Management 22(2):91–92.

Muhlestein, D., R. Saunders, R. Richards, and M. McClellan. 2018. Recent progress in the value journey: Growth of ACOs and value-based payment models. Health Affairs Blog. https://www.healthaffairs.org/do/10.1377/hblog20180810.481968/full.

Murray, R., A. E. Caballero, and S. F. Delbanco. 2018. The state of the evidence on payment reform. NEJM Catalyst. https://catalyst.nejm.org/state-evidence-payment-reform-shared-savings.

New York University Langone Health. 2018. Drivers of hospital investment in community health. Learning Center on Enhancing the Role of Hospitals in Improving Public Health. https://med.nyu.edu/chids/projects/enhancing-role-hospitals-improving-public-health.

Pham, H., and P. B. Ginsburg. 2018. Payment and delivery-system reform—The next phase. New England Journal of Medicine 379(17):1594–1596.

Population-based Payment Work Group. 2016. Accelerating and aligning population-based payment models: Performance measurement. Health Care Payment Learning and Action Network. https://hcp-lan.org/workproducts/pm-whitepaper-final.pdf.

Sharfstein, J. M., S. Gerovich, and D. Chin. 2017. Global budgets for safety-net hospitals. JAMA 318(18):1759–1760.

Shortell, S. M. 2013. A bold proposal for advancing population health. NAM Perspectives. Discussion Paper, National Academy of Medicine, Washington, DC. https://nam.edu/perspectives-2013-a-bold-proposal-for-advancing-population-health.

Song, Z., and E. S. Fisher. 2016. The ACO experiment in infancy—looking back and looking forward. JAMA 316(7):705–706.

Changing Accountabilities

AcademyHealth. 2017. Striving toward a culture of health: How do care and costs for non-medical needs get factored into alternative payment models. Workshop summary & lessons learned. https://www.academyhealth.org/sites/default/files/FINAL.AH_RWJF_Report_Striving_toward_culture_of_health.pdf.

AcademyHealth. 2018a. Approaches to cross-sector population health accountability. https://www.academyhealth.org/sites/default/files/Approaches_to_CrossSector_Pop_Health_Jan2018_0.pdf.

AcademyHealth. 2018b. Striving toward a culture of health: How regional collaboratives can advance funding and financing to improve population health. https://www.academyhealth.org/sites/default/files/regional_collaboratives_financing_pop_health_feb2018.pdf.

Mongeon, M., J. Levi, and J. Heinrich. 2017. Elements of accountable communities for health: A review of the literature. NAM Perspectives. Discussion Paper, National Academy of Medicine, Washington, DC. https://nam.edu/elements-of-accountable-communities-for-health-a-review-of-the-literature.

Siegel, B., J. Erickson, B. Milstein, and K. E. Pritchard. 2018. Multisector partnerships need further development to fulfill aspirations for transforming regional health and wellbeing. Health Affairs 37(1):30–37.

Anchor Roles and Organizational Case Studies (on investments, framing of value, etc.)

Democracy Collaborative. 2017. Rush University Medical Center. The Anchor Mission playbook. https://democracycollaborative.org/content/anchor-mission-playbook.

Martin, N. 2017. Advancing the anchor mission of healthcare. https://democracycollaborative.org/content/advancing-anchor-mission-healthcare-report.

Norris, T., and T. Howard. 2015. Can hospitals heal America’s communities? Democracy Collaborative. https://democracycollaborative.org/content/can-hospitals-heal-americas-communities-0.

Oostra, R. 2018. Embracing an anchor mission: ProMedica’s all-in strategy. Democracy Collaborative. https://democracycollaborative.org/content/embracing-anchor-mission-promedica-s-all-strategy.

Zuckerman, D. 2013a. Hospitals building healthier communities: Embracing the anchor mission. Democracy Collaborative. https://democracycollaborative.org/content/hospitals-building-healthier-communities-embracing-anchor-mission.

Zuckerman, D. 2013b. Case study: Henry Ford Health System (Detroit, MI). Democracy Collaborative. https://democracycollaborative.org/content/case-study-henry-ford-health-system-detroit-mi.

Zuckerman, D., and K. Parker. 2016a. Hospitals aligned for healthy communities: Inclusive, local sourcing. Democracy Collaborative. https://democracycollaborative.org/content/hospitals-aligned-healthy-communities-inclusive-local-sourcing.

Zuckerman, D., and K. Parker. 2016b. Hospitals aligned for healthy communities: Place-based investing. Democracy Collaborative. https://democracycollaborative.org/content/hospitals-aligned-healthy-communities-place-based-investing.

Zuckerman, D., and K. Parker. 2016c. Hospitals aligned for healthy communities: Inclusive, local hiring. Democracy Collaborative. https://democracycollaborative.org/content/hospitals-aligned-healthy-communities-inclusive-local-hiring.

SELECTED READINGS FROM THE FIELD OF BUSINESS INVESTMENT

Socially Responsible Impact Investing

Balboni, E., and C. Travers. 2017. CDFIs and impact investing: An industry review. Local Initiatives Support Corporation. http://www.lisc.org/our-resources/resource/cdfis-impact-investing-industry-review.

Democracy Collaborative. 2017. The role of impact investors in taking employee ownership to scale. https://democracycollaborative.org/content/role-impact-investors-taking-employee-ownership-scale.

Emerson, J. 2018a. The politics of impact. Stanford Social Innovation Review. https://ssir.org/book_reviews/entry/the_politics_of_impact.

Emerson, J. 2018b. The purpose of capital: Elements of impact, financial flows, and natural being. San Francisco, CA: Blended Value Group Press. https://www.purposeofcapital.org.

Federal Reserve Bank of San Francisco. 2012. Investing in what works for America’s communities. http://www.whatworksforamerica.org/ideas-that-work.

Federal Reserve Bank of San Francisco. 2017. What matters: Investing in results to build strong communities. http://investinresults.org/book.

Global Impact Investing Network. What you need to know about impact investing. https://thegiin.org/impact-investing/need-to-know.

Global Impact Investing Network. Roadmap for the future of impact investing: Reshaping financial markets. https://thegiin.org/research/publication/giin-roadmap.

Grantmakers in Health. Guide to impact investing. www.gih.org/Publications/StrategicDetail.cfm?itemnumber=4097.

Kell, G. 2018. The future of corporate responsibility. Forbes. https://www.forbes.com/sites/georgkell/2018/06/18/the-future-of-corporate-responsibility/#c6a0256105ee.

Millay, T. 2016. Social investing: The good, the bad, and the ugly. Forbes. https://www.forbes.com/sites/toddmillay/2016/02/29/social-investing-the-good-the-bad-and-the-ugly/#70d1dcc98ba0.

Statler, K. 2018. Socially responsible investing delivers: Fortunately, there’s no need to sacrifice performance while also doing good. U.S. News & World Report. https://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/2018-06-07/socially-responsible-investing-delivers-for-investors.

Walkate, H., and C. Krosinsky. 2018. A more enlightened approach to SDG investing. Stanford Social Innovation Review. https://ssir.org/articles/entry/a_more_enlightened_approach_to_sdg_investing.

New Concepts of Value, New Ways to Invest, Transition to a Well-Being Economy

Case-Ruchala, D. 2018. A next system of community investment: Community Reinvestment Act reform in the 21st century. The Next System Project, Democracy Collaborative. https://thenextsystem.org/learn/stories/cra-reform?mc_cid=aa82d3d47c&mc_eid=77b8e17464.

Coalition for Inclusive Capitalism. 2018. EPIC: Embankment Project for Inclusive Capitalism. https://www.epic-value.com/#report.

Gordon, C. Growing apart: A political history of American inequality. http://scalar.usc.edu/works/growing-apart-a-political-history-of-american-inequality/index.

Green, T. 2018. What a society designed for well-being looks like. Yes Magazine. https://www.yesmagazine.org/issues/mental-health/what-a-society-design-for-well-being-looks-like-20180912.

Jones, M. 2017. LISC pledges new commitment to health. Local Initiatives Support Corporation. http://www.lisc.org/our-stories/story/lisc-pledges-new-commitment-health.

JUST Capital. 2018. Not just another survey: JUST Capital’s roadmap for corporate America. https://justcapital.com/news/roadmap-for-corporate-america.

Leonhardt, D. 2017. Our broken economy in one simple chart. Op-Ed. The New York Times. https://www.nytimes.com/interactive/2017/08/07/opinion/leonhardt-income-inequality.html.

Leonhardt, D. 2018. We’re measuring the economy all wrong. Op-Ed. The New York Times. https://nyti.ms/2N8AcDj.

Wellbeing Economy Alliance. Understanding the wellbeing economy: Resource library. https://wellbeingeconomy.org/resources.

Management of Common Resources

Department of Health and Human Services’ Office of the Assistant Secretary for Health. 2018. Healthy People 2030 framework. Prepared by the Secretary’s Advisory Committee on National Health Promotion and Disease Prevention Objectives for 2030. https://www.healthypeople.gov/2020/About-Healthy-People/Development-Healthy-People-2030/Framework.

Federal Reserve Bank of San Francisco. 2018. What is racial equity? SF Fed Blog. https://www.frbsf.org/our-district/about/sf-fed-blog/what-is-racial-equity.

IOM (Institute of Medicine). 2013. For the public’s health: Investing in a healthier future. Washington, DC: The National Academies Press. https://www.nap.edu/catalog/13268.

Nichols, L. M., and L. A. Taylor. 2018. Social determinants as public goods: A new approach to financing key investments in healthy communities. Health Affairs 37(8):1223–1230.

Ostrom, E. 2009. Beyond markets and states: Polycentric governance of complex economic systems. Stockholm, Sweden: Nobel Prize Lecture. http://www.nobelprize.org/nobel_prizes/economic-sciences/laureates/2009/ostrom-lecture.html.

SELECTED GRAPHICS

Coalition for Inclusive Capitalism. 2018. EPIC: Embankment Project for Inclusive Capitalism. https://www.epic-value.com/#report. (Figure from page 13 illustrating short- and long-term value perspectives.)

United Nations Development Programme. 2016. Sustainable development goals. http://www.undp.org/content/dam/undp/library/corporate/brochure/SDGs_Booklet_Web_En.pdf. (Figure from page 2 of brochure.)

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