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We designed our Investment Consulting practice to be a valuable resource in the management of a senior living facility’s investment process. Life Planning Communities are special charitable organizations that have distinct investment needs. We use our background in public finance to develop investment strategies based upon the financial strength, liquidity needs/preferences, organizational growth, regulatory compliance and risk appetite of each organization. We can also help with bond proceeds and other aspects of the underwriting processes.
Asset Allocation at Life Planning Communities can be a tricky exercise. Unlike a charitable foundation, the core mission of a life planning community involves running a business, with emphasis on financing, marketing, facility management and many other crucial functions. The enterprise risk that is at the core of most life planning communities is, inRead Article
Financial Ratio Analysis, Asset Allocation & Marketing Financial ratios lie at the heart of many benchmarking studies in the CCRC industry and can be crucial elements with regard to strategic planning, financing and refinancing projects. Are these ratios also germane to how senior living investments are allocated? WeRead Article
Eeny, Meeny, Miny, Moe I recently had a prospective non-profit client share a few of the “decision points” his investment committee was concerned with in regard to their investment process. He said that the committee was debating whether they should hire a firm whose marketing focus wasRead Article
2016 has been a year of surprises. Following the Fed’s long awaited interest rate increase last December, many presumed that it would be the first of several over the coming year in a return to “normalcy”. However, the New Year was ushered in by an unanticipated currency decline inRead Article
According to this chart, which is encompassed in the comprehensive Solaris Quarterly Market Commentary, the markets (S&P 500) prefer a Democratic president with a Republican House & Senate. A Republican President with a split House & Senate is least favored. A Republican President with Republican House & Senate and any President with a Republican HouseRead Article
Significant changes are about to occur this October in the mundane business of cash management. Cash management, you say, what’s that! Interest rates are zero or thereabouts, right? Well, yes, but several developments are having an impact on short term yields of some investment vehicles. First of all, the Fed did actually raise ratesRead Article