As investment consultants, we do a lot of modeling to see how different portfolios might perform in different market environments. Of course, these quantitative pursuits are balanced against our qualitative judgments regarding asset classes and their correlation to both other asset classes and the markets in general. The usefulness of any model, however, is only […]
Tag Archives | CCRC Investing
Let’s Go to the Video Tape….How do Life Plan Communities Manage their Investments?
We at Solaris Advisors have guided the investment portfolios of many life plan communities and have long been proponents of an approach that balances portfolio risk with operational or enterprise risk. We work with databases that have financial statements of life planning communities to compare the operational statistics of LPC’s to their various asset allocation […]
Eeny, Meeny, Miny, Moe
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 was […]
Some Perspective On Rates
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 in […]
Do Elections Matter to the Markets?
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 House […]
A Fresh Look at Cash Management
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 rates […]
A Few Thoughts on Brexit
Let us add a few brief thoughts to the many comments that you have undoubtedly received regarding Brexit. Background Coming into last week investors were confident that the “Remain” vote would win and as a result, global equities and commodities rallied through Thursday. While a “Remain” vote […]
Bond Market Liquidity Concerns
Click on “send” and you will soon own something. The ease and speed of communicating transactional information has reached a level where many do not give a second thought as to the other side of that transaction. The world is my oyster. In today’s bond market many observers are beginning to comment on […]
Senior Living Investment Database
We have been building a database on senior living investment portfolios, and as investment consultants, we wanted to share some of that information with you. We started by looking at the largest senior living multi-site organizations. Some of these organizations have spread their tentacles into several geographic locations and […]
A Word on Investment Committees
A Word on Investment Committees We were recently asked by a client to make a presentation on Investment Committee Development. In addition to our own invaluable experience with investment committees, we found several interesting research sources for our presentation. One source was a Trustee Primer produced […]
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About Jim
Jim Jeffery, the founder and principal of Jeffery Asset Management has joined Procyon Partners as Managing Director where he will lead the non profit senior living effort.
Jim is a Chartered Financial Analyst (CFA) with an MBA from New York University and a B.A, from Duke University.
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Bond Market Liquidity Concerns
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A Fresh Look at Cash Management
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Investment Outsourcing Continues to Draw Interest in the Non Profit World
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Turn, Turn, Turn: Are Active and Passive Investment Styles Cyclical?
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Pay No Attention to that Man Behind the Curtain! A Consultative Process is Transparent & Objective
