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Steven Backus

2014 Senior Living Study

This extensive study provides valuable benchmarking and trend information to help maximize an organization’s investment assets as a strategic business tool.  We provide this valuable industry resource, free of charge, to help C-Suite leadership and board members conduct non-biased due diligence on their investment programs and help satisfy their fiduciary responsibility.

Data is analyzed in aggregate, by credit rating and by investment portfolio size in four key areas:

  • Investment Program Overview
  • Investment Program Governance
  • Organizational Strategy and Outlook
  • Financial Metrics

Click here to download the study.

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Views and comments expressed in this blog are those of the author and do not necessarily represent the positions of Cleary Gull or fellow Cleary Gull associates.