Investment & Treasury

The goal is to assist the Community Boards in matters of treasury management and investment management by providing oversight and making recommendations for the implementation of effective and efficient policies, practices and procedures. All undertakings are advisory and on behalf of the individual Community Boards, or the National CCRC Business Trust (the Trust), as appropriate, which entities hold ultimate decision making authority. The strategic objective of the Trust is to centralize the management of long-term investments under professional managers to achieve efficiencies and take advantage of scale, to diversify the investments using a broad spectrum of investment categories, and to obtain a reasonable return while accepting prudent levels of risk.