The PIVOT Tool
Understanding the role of Patient Engagement (PE) for the Investment Community
This tool has been co-created with the collaborators of the Investment, Sustainability, and Impact (ISI) project, reflecting PFMD’s commitment to a multi-stakeholder approach for inclusive and impactful outcomes
The project focuses on embedding PE as a strategic priority to guide healthcare investment decisions and improve patient, economic, and societal outcomes.
Patient Engagement in Healthcare Investments
Executive Summary
The PIVOT tool is a resource on Patient Involvement for Value Optimization and Targeted Investment.
It aims to equip Patient Engagement (PE) champions with the knowledge, evidence, and strategic tools needed to position patient engagement as a value driver within healthcare investment processes and decision-making.
Co-designed through PFMD’s Investment, Sustainability, and Impact (ISI) project with input from patient organizations, industry professionals, independent experts, and investors, it addresses a key challenge:
- bridging the gap between patient-centered healthcare
- investment decision-making
The tool helps users articulate the financial and strategic value of PE, understand investor motivations, and embed PE across the investment lifecycle. It is intended for individuals with foundational PE knowledge who want to engage investors more effectively and influence capital allocation decisions.
What you can expect from this tool
- Helps build an understanding of the Investor Motivations and Key Drivers.
Explore different types of investors, what drives
them, and where you can find them. - Provides evidence to make the business case for PE
Explore aggregated impact data and strategic narratives to demonstrate the value of PE, appealing to socially-conscious investors seeking both financial returns and positive societal outcomes. - Integrating Patient Engagement into the Investment Lifecycle for Greater Value
Explore the intersection of PE and the investment lifecycle, highlighting where and how PE can create value for investors.
Expected Outcomes
- Be equipped to demonstrate the value of patient engagement in investment processes and to successfully drive PE integration within the investment community.
- Gain a better understanding of investor priorities, tools to advocate for PE in healthcare investments, and stronger partnerships with investors, leading to improved patient-centered solutions and long-term value.
- Build stronger investor partnerships and position patient engagement as a driver of both improved health outcomes and sustainable financial returns.
Explore the tool now
To get started
Learn how to build a practical user pathway with strategic narratives and case studies to build a business case, ensuring a well-organized approach when connecting with investors.
Understanding Investor Motivations
This educational chapter provides a foundational overview of the investor landscape to help users understand Investor priorities and opportunities.
Impact data
Demonstrate the value of patient engagement (PE) from both a strategic and investment perspective, using key messages that resonate with financially-driven vs. socially-driven investors.
Practical guidance
and tools to integrate and embed PE throughout the investment lifecycle, including opportunity identification, due diligence, investment decision, scaling and exit/retention.
Explore the tool now
To get started
Learn how to build a practical user pathway with strategic narratives and case studies to build a business case, ensuring a well-organized approach when connecting with investors.
From Strategy to Practice: Applying PE in Investment Scenarios (narrative-based cases)
This section brings together the elements of the guide through a practical pathway to help the user develop a coherent and structured narrative by leveraging the various sections and information within the tool, ensuring a well-organized approach when connecting with investors, while showcasing the added value of PE integration in the investment process.
In this section, you can find hypothetical case examples:
- Case 1 is focused on convincing a socially conscious investor to integrate patient engagement (PE) into the investment strategy.
- Case 2 is tailored to convince investor relations (IR) colleagues that reporting on the integration of PE sheds light on the company’s competitive advantage.
Each example demonstrates how patient engagement can be translated into clear strategies, narratives, and materials that support investment decision-making, risk management, and long-term value creation.
Understanding Investor Motivations
This educational chapter provides a foundational overview of the investor landscape to help users understand Investor priorities and opportunities.
Understanding Investor Motivations: What Drives Different Types of Investors?
This educational chapter provides a foundational overview of the investor landscape to help users tailor patient engagement (PE) messaging to the right audiences.
It covers:
- Who different types of investors are, including major investor categories and types of investments;
- Key investment decision drivers, such as risk tolerance, return expectations, and societal or ESG goals;
- Where different investors operate and what they prioritise in their decision-making.
What can be found in this section:
- More information on the role of investors in healthcare
- Focus on Responsible Investment & Patient Engagement
- As part of sustainable investments, here’s why impact investing necessary
- Introduction of the Investment Lifecycle: Investment works along several steps with distinct purposes
- Where Investors Mingle: Mapping of some key conferences
Impact data
Demonstrate the value of patient engagement (PE) from both a strategic and investment perspective, using key messages that resonate with financially-driven vs. socially-driven investors.
PE and impact: PE as a business case for Sustainable financial and societal impact
Qualitative and quantitative evidence demonstrating the value of patient engagement (PE) from both a strategic and investment perspective.
Including:
- Evidence and data showing how PE reduces risk, improves outcomes, and enhances value creation
- Examples of how PE aligns with ESG, impact investing, and long-term sustainability
- Key messages that resonate with financially-driven vs. socially-driven investors
What can be found in this section:
- Overview slide explaining why PE is business critical
- PE as a business case slide
- One slide zooming on each step of the medicine development lifecycle, including key data to support PE strategic relevance
- Launch
- Filing
- Clinical Trials
- HTA
- Regulatory
- Care
Practical guidance
and tools to integrate and embed PE throughout the investment lifecycle, including opportunity identification, due diligence, investment decision, scaling and exit/retention.
Integrating Patient Engagement into the Investment Lifecycle: How PE and investment come together
The aim of this section is to showcase what could be the pathways and tools to practically integrate and embed PE throughout the investment lifecycle.
- A step-by-step view of PE integration opportunities across opportunity identification, due diligence, investment decision, scaling and exit/retention phases
- Practical examples of PE activities, tools, and resources that investors can adopt
This section provides the “how-to” for applying PE in investment workflows.
What can be found in this section:
- Overview slide on the Investment Lifecycle: Investment works along several steps with distinct purposes + explanation of the different steps imply.
- One slide zooming on each step of the investment lifecycle, including
- Purpose of PE at this stage
- How to integrate PE
- Suggestions of useful resource
- The different stages of the investment lifecycle:
- Step 1: Opportunity Identification
- Step 2: Due Diligence (Engagement & Assessment)
- Step 3: Investment Decision
- Step 4: Scaling
- Step 5: Exit or Retention
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The “Patient Engagement Management Suite” is brought to you by the PFMD partnership.