Senior Living & Hospitals

2015 Senior Living Study Executive Summary

Leaders within the senior living industry are gathering as much information as possible to inform decisions in all aspects of their business. However, the investment program often remains overlooked. We surveyed senior living organizations from across the country on their investment practices. Our e[...]

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2015 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 o[...]

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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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2014 Senior Living Study Executive Summary

Leaders within the senior living industry are gathering as much information as possible to inform decisions in all aspects of their business. However, the investment program often remains overlooked. Our extensive Senior Living Study provides valuable information to assist the leaders and board memb[...]

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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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2014 Senior Living Study – Resource Toolkit

Access articles, ideas and resources to help you maximize the information found in the 2014 Senior Living Study. Download Resource Toolkit

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