Senior Living & Hospitals
Institutional Advisory Insights

Unnecessary Risk Review

Carrying unnecessary risk can be manifested in many ways, two of which include portfolios that are allocated too aggressively or too conservatively. Download the pdf to see the items worthy of review.

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After The Storm A Calm

In an environment of uncertainty, if there were one area that could bring you some control and stability, would you focus on it? What if that area didn’t require a big spend, significant resources and wasn’t a large project? Your investment portfolio is part of the backbone of your balance sheet[...]

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There’s No Such Thing As Certainty

While there is no such thing as a “sure thing,” there are indicators in the market that may be helpful as you are thinking through your investment strategy. Click here to download our Insights on those indicators.

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Reduce Investment Program Expenses

Have you had even one planning meeting in the past several years where reducing and controlling costs was not on the agenda? You are always looking for new and creative ways to pinch one more percent out of your operating budget. Consider taking that same approach when considering the costs of your [...]

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Investment Continuity Planning

Those of us who live in tornado-, hurricane- or earthquake-prone areas know how to take cover when a storm hits. We also have detailed business continuity plans in place for if a disaster were to strike. In fact, we spend a lot of time ensuring we are prepared using available information to develop [...]

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Who’s Afraid of the Big Bad Markets

Well, to some extent, after the trauma of The Great Recession, who wouldn’t be? But, to achieve returns in the range needed to thrive or even survive in the health care industry, investment portfolios need to be more diverse – in fact, in the next three to five years, about 40% of respondents fr[...]

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Back to Business: Pre- and Post-Financing Considerations

For the first time since we started the Senior Living Asset Allocation Study five years ago, the number of organizations issuing new debt outpaced those refinancing existing debt. This is welcome news! CCRC's are back to business, re-engaging in the strategic portions of overall organizational plans[...]

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Fixed Income: Health Care’s Dilemma

The 2013 Senior Living Asset Allocation Study indicated the highest allocation to fixed income and cash since we began tracking this data five years ago - a whopping 57.59% on average! Download Fixed Income: Health Care's Dilemma

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Bond Proceeds Management

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