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Stephanie Niven
Co-PM of the Global Sustainable Equity Strategy within the Sustainable Equity Team at Ninety One. She has been following UnitedHealth since 2012.
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Jun 4, 2025
• 1h 5min
UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]
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In this discussion, guest Stephanie Niven, co-PM of the Global Sustainable Equity Strategy at Ninety One, draws from her extensive experience following UnitedHealth Group. She explores the complexities of integrating insurance and health services, highlighting challenges in Medicare Advantage amidst regulatory scrutiny. The conversation also touches on the impact of data and technology on operational efficiency and the company's bold strategies to navigate political risks. Stephanie's insights offer a deep dive into the intricate dynamics shaping one of the largest players in American healthcare.
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