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2012 Senior Living Asset Allocation Study

6.Assets

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1.What is the total size of the organization's investment portfolio as of 12/31/2011? *do not include accounts held by a trustee under bond indentures*
2.What is the current allocation (in %) of your investment portfolio as of 12/31/2011? *do not include accounts held by a trustee under a bond indenture*
3.Which investment vehicles are used in your portfolio?
4.What type of alternative investments does the portfolio contain?
5.What type of strategy does your alternative investments employ?
6.Have you noticed increased scrutiny regarding the alternative investments in your portfolio by your auditor or any rating agency?
7.How often is the portfolio rebalanced?
8.Is your investment portfolio overseen by an investment committee, finance committee, Board of Directors or other? Select all that may apply.
9.Do you work with an independent investment consultant?
10.Has your consultant included proprietary investment products, those managed or owned by the consultant's firm, within your portfolio?
11.Is the fee that you pay for investment consulting services based on a percentage of the assets under advisement or retainer based (a flat annual fee)?
12.Over the last year has there been an adjustment in the fees that you pay for investment consulting services?