Asset Allocation Studies

Health care and senior living organizations face unique opportunities and challenges in managing their investment portfolios. With the goal of providing valuable information for policy review, asset allocation and benchmarking, our team of specialized professionals conducts annual studies among senior living providers and hospital CEOs, CFOs and financial managers.

These national studies are designed to create general guidelines, peer group comparisons and trend data for health care providers to consider in developing investment program best practices and asset allocation strategies.  Information is presented by portfolio value and credit rating to provide greater comparability.