Who is guarding your investment?

Who is guarding your investment?

Some investors see multi-asset managers, with numerous fund options, as highly experienced and others may feel that boutique managers with a single focus have boundless experience and are capable to significant success. One team might do a great job, and one team might not. Varying traits may be the cause of this but individual personnel experience has a key role to play.

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Tuesday 15th September 2015     About Us, Investment Team, Insurance Linked Investments

Estimating Gross Market Return for Life Settlements: Are your calculations correct?

Estimating Gross Market Return for Life Settlements: Are your calculations correct?

The science around Medical underwriting continues to evolve in the dynamic environment of human longevity while the discussion around appropriate methodologies for uniform financial analysis is timely given the post GFC environment where lack of suitable robust analysis was the root of many a financial failure. You can have the finest underwriting and the best return analysis tools but unless you have the skills to select the best policies these will be wasted.

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Wednesday 16th April 2014     Index, Life Insurance Policy, Life Settlements, ROI

To manage or not to manage? Tackle your life settlements investment

To manage or not to manage? Tackle your life settlements investment

Life Settlements Managers play a crucial role in the continual development and success of this unique asset class. Managers, who have successfully navigated the complexities of this market, manage efficient funds providing attractive uncorrelated returns for many investors. So why is it that some major institutions attempt to manage their life settlements investment in-house? The effect on your returns will clearly come down to many elements including regulatory and taxation impacts.

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Monday 31st March 2014     Life Settlements, Investing, Self-Managed, In-House

Choosing a Fund Type: Impacting Return on Investment and Enhancing Marketability

Choosing a Fund Type: Impacting Return on Investment and Enhancing Marketability

Understanding the regulatory and taxation impact of your fund’s type and domicile for your life settlements investment, and the potential impact on your return on investment (ROI), can a be complex. In this post we will deal with setting up a structure appropriate for the client’s interests

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Investing in Life Settlements: Fund Manager Review

Investing in Life Settlements: Fund Manager Review

As with any important decision one makes, a little homework can go a long way in choosing the best fund manager for your life settlements investment. With any number of options on offer how do you go about assessing which fund manager will perform best for you and be a perfect fit with your investment strategy? We have outlined a few tips to look into when reviewing your fund manager.

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Wednesday 13th November 2013     Fund Manger, Review, Life Settlements, Investing

Investing in Life Settlements: Asset Management Solution for Family Offices

Investing in Life Settlements: Asset Management Solution for Family Offices

When it comes to the preservation of wealth for family offices, alternative investments such as investing in life insurance policies, through life settlement funds, should be considered in asset management strategies. When planning for strategic asset allocation, this evolving asset class may be worth considering by family offices because it offers a powerful, new tool for the preservation of wealth during periods of severe and prolonged market volatility. As family offices take charge of their investments they should simply take into consideration the following question; How can investing in life settlements assist in the growth and preservation of wealth?

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