Possible scenario
Broader Fraud Scrub
25% Chance
CMS and HHS use the duplicate-enrollment results to justify a broader integrity review across Medicaid managed care and ACA marketplace enrollment. This scenario has a stronger sector impact because it could reduce plan membership and increase compliance costs.
Secondary impacts
- Healthcare -0.4%
- Business Services +0.2%
- Technology +0.2%
Tickers
- OSCR-1.2%
- MMS+0.9%
- CNC-0.7%
- +0.7%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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