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Linking Workplace Health Promotion Best Practices and Organizational Financial Performance

Tracking Market Performance of Companies With Highest Scores on the HERO Scorecard

Grossmeier, Jessica PhD, MPH; Fabius, Ray DO; Flynn, Jennifer P. MS; Noeldner, Steven P. PhD; Fabius, Dan DO; Goetzel, Ron Z. PhD; Anderson, David R. PhD, LP

Journal of Occupational and Environmental Medicine: January 2016 - Volume 58 - Issue 1 - p 16–23
doi: 10.1097/JOM.0000000000000631

Objective: The aim of the study was to evaluate the stock performance of publicly traded companies that received high scores on the HERO Employee Health Management Best Practices Scorecard in Collaboration with Mercer© based on their implementation of evidence-based workplace health promotion practices.

Methods: A portfolio of companies that received high scores in a corporate health and wellness self-assessment was simulated based on past market performance and compared with past performance of companies represented on the Standard and Poor's (S&P) 500 Index.

Results: Stock values for a portfolio of companies that received high scores in a corporate health and wellness self-assessment appreciated by 235% compared with the S&P 500 Index appreciation of 159% over a 6-year simulation period.

Conclusions: Robust investment in workforce health and well-being appears to be one of multiple practices pursued by high-performing, well-managed companies.

Health Enhancement Research Organization (Dr Grossmeier), Edina, Minnesota; HealthNEXT (Dr Ray Fabius), Newtown Square, Pennsylvania; Mayo Clinic Global Business Solutions (Ms Flynn), Rochester, Minnesota; Mercer Health & Benefits, LLC (Dr Noeldner), New York, New York; Cooper University Hospital (Dr Dan Fabius), Camden, New Jersey; Truven Health Analytics (Dr Goetzel), Bethesda, Maryland; Johns Hopkins Bloomberg School of Public Health (Dr Goetzel), Washington, DC; and StayWell (Dr Anderson), St. Paul, Minnesota.

Address correspondence to: Jessica Grossmeier, PhD, MPH, Vice President, Research, Health Enhancement Research Organization, 7400 Metro Boulevard, Suite 270, Edina, MN 55439 (

Funding for this study was provided by the Health Enhancement Research Organization (HERO) Research Partners which include contributions by Bravo Wellness, Kaiser Permanente, Prudential Financial, and StayWell.

Health Enhancement Research Organization; Mayo Clinic Global Business Solutions; Mercer Health & Benefits, LLC; Truven Health Analytics; and StayWell are members of HERO.

All authors assist employers in developing worksite health and well-being programs and this research supports this pursuit.

Authors Grossmeier, Fabius, Flynn, Noeldner, Fabius, Goetzel, and Anderson have no relationships/conditions/circumstances that present potential conflict of interest.

The JOEM editorial board and planners have no financial interest related to this research.

Copyright © 2016 by the American College of Occupational and Environmental Medicine