The world as we see it
11.21.2023
Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Interest Rates and Emerging Risks
Industry News/Trends
By Jim Jeffery
The Non-Profit Navigator
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very often relate to new technologies. Remember when we composed letters and papers on a typewriter?…
Read More06.26.2023
Trending Now in Senior Living Investment Portfolio Allocation
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very often relate to new technologies. Remember when we composed letters and papers on a typewriter?…
Read More06.12.2020
A Perspective on Risk During the COVID-19 Crisis
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
To start, there’s now a more urgent existential risk for those of a certain age or with certain pre-existing conditions. From a societal standpoint, the initial fear that so many people would need intensive medical support that our health care system would be overwhelmed and…
Read More02.12.2020
The Winds of Change: Emerging Trends for Life Plan Communities
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
We are at a crossroads where there is tremendous change facing the Continuing Care Retirement Community (CCRC)/Life Plan Community (LPC) industry.
Read More08.23.2019
Looking at the Big Picture: Non-Portfolio Assets Matter
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Indeed, it’s really important to ensure that one is solving for the right problem. After all, arriving at any answer is not challenging, but arriving at the right one—one that will further your cause—is considerably more taxing. All investors can be guilty of a little…
Read More08.12.2019
Let’s Go to the Video Tape… How do Life Plan Communities Manage their Investments?
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Have you seen the latest summer blockbuster? Whether it’s Avengers: Endgame or Once Upon A Time In Hollywood that first comes to mind, their directors will have thoughtfully made the film by drawing on a mix of originality as well as tried-and-tested formulas and emotional…
Read More06.06.2019
A Word on Investment Committees: Process is King
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Not long ago, I was asked to make a presentation on Investment Committee Development. As I prepared for this presentation, I drew on my own experience with investment committees. I also found several interesting research sources. One was a Trustee Primer produced by the CFA…
Read More05.23.2019
A Fine Balance: Aligning Fiduciary Duty with Your Strategic Mission in Continuing Care Communities
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
The popularity of communities designed for adults in retirement or even pre-retirement phases is rising. Whether it’s salsa lessons, zero emissions buildings, gourmet cooking or entrance fees, community members are becoming increasingly discerning.
Read More05.06.2019
Is Your Investment Policy a Strawman?
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Everyone “knows” that organizations that invest should have an investment policy. Why is this so important? As Yogi Berra says (and the CFA Institute’s primer for investment trustees reemphasizes), “If you don’t know where you’re going, you’re liable to end up somewhere else.” Faced with…
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