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Return On Equity: Private Health Insurance’s Grand Canyon

August 2017

​​Private health insurance funds are forced to have the same business model by regulation. Accordingly, you’d expect there to be broad consistency of profit levels measure by return on capital invested, right?

Wrong.

The opposite is true.

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Residential Aged Care - have we run out of room for profit growth? Is RAC still a great investment proposition?

June 2017

Over the past seven years, residential aged care has experienced a return on equity boom underwritten by two powerful tail-winds: (1) extraordinary growth in Government funding per bed and (2) regulations permitting RADs on nursing homes. These tail-winds have run their course and # 1 will soon move in the opposite direction …. So is residential aged care establishment still a great investment proposition?

Coming soon …

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Private Health Insurance Member Retention – is it all about to implode?

June 2017

A decade ago, iSelect Executives were knocking on the doors of PHI Funds offering them the carrot of delivering new members without even having to build your own brand – an irresistible proposition to half a dozen funds who enthusiastically signed up. Was it worth it for them? Has it hurt them? And is iSelect (or similar) aggregators still a great opportunity for smaller funds to grow?

Coming soon …

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Acquisition opportunities in Private Health Insurance?

June 2017

Believe it or not, there are 34 Private Health Insurance Funds. Most of them are 1% or less the size of the market leaders, how do they survive and why haven’t they just been mopped up by the leaders?

Coming soon …

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Pharmaceutical Marketing - using data to maximise returns on marketing investment

June 2017

Coming soon …