Format: Reports

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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Investing in an Increasingly Turbulent and Integrated World

Today’s markets can be seen as dynamic systems for sorting and selecting investments. In such a system, sustainable investment performance is not only about the tides of fundamental valuation but also the interim waves of the market. The following is an excerpt from a presentation which is part[...]

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Opportunities in Global Markets

In order to determine how to invest in today's environment, you need to know what is driving stock and bond markets. Is the Federal Reserve's course change good or bad for bond investors? Is the first quarter weakness in U.S. corporate earnings going to hamper stock market returns? Why have currency[...]

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Surveying The Fixed Income Landscape

The bond market surprised many investors in 2014 as interest rates declined despite the end of the Federal Reserve quantitative easing program and indications the Federal funds rate may rise in 2015. Looking forward to 2015, we contemplate the ongoing impact of the strenth of the U.S. dollar and div[...]

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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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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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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 o[...]

MORE

2013 Hospital Asset Allocation Study

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2013 Senior Living Asset Allocation Study – Resource Toolkit

In addition to our study, we provide other ways to access and use the findings from our study based on your schedule, audience and desired format. Find all the resources related to our 2013 Senior Living Asset Allocation Study in one convenient place. Download Resource Toolkit

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