Investing in the Management & Construction of your Portfolio

Investing in the Management & Construction of your Portfolio

We review why some life settlements investment fail and some succeed. It requires both a deep understanding of life insurance and a disciplined fund management approach to acquisition and asset selection. In the asset selection process alone there is both a need in equal measure, for quantitative analysis as well as insightful asset due diligence.

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Strategic asset allocation for today’s cautious market

Strategic asset allocation for today’s cautious market

A few weeks ago, some of our Investment team attended the annual Asset Allocation Conference 2014 in Sydney, hosted by IBR Conferences. This is an excellent event with high quality presenters from some very significant members of the Australian Investment industry. We were treated to varied observations from industry experts examining both the current state of play in the markets (Domestic and International), as well as views on the best approaches to strategic asset allocation in an environment which, despite some evidence of “green shoots” is currently still treading cautiously through uncertain times.

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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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A Strategic Investment: Choosing the right strategy

A Strategic Investment: Choosing the right strategy

Choosing the right life settlements investment strategy can be quite tricky for many institutional investors. Many an investor, new to the game, has unwittingly taken on risks disproportionate to their appetite or missed value opportunities, through simple lack of knowledge.

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A Life Settlements Benchmark/Index: We are not there yet!

A Life Settlements Benchmark/Index: We are not there yet!

In all asset classes, both Investors and Managers alike, look where possible to have access to and industry wide benchmark/index to assess performance and compare themselves with their peers. Clearly this is a good thing when available. The trap for the uninformed or novice investor is to distinguish between true benchmarking and the marketing “Spin”.

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Literature Review: Conning focuses new Life Settlements Opportunities

Literature Review: Conning focuses new Life Settlements Opportunities

The life settlements market is poised for a recovery, and along with it comes new opportunities for investing, according to a recent study, Conning has released its annual report on Life Settlements with reviews on the market opportunities and challenges for this alternative asset class. In its 2013 study, Conning recapped their 2012 report, stating that a healthy demand still exists but the market struggled to raise new capital in 2012. Although renewed interest surfaced in 2013, Berkshire Hathaway confirmed a purchase of a life settlement portfolio with $300 million in face value.

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