Purchasing Policies in the Tertiary Life Insurance Market

Purchasing Policies in the Tertiary Life Insurance Market

The tertiary life insurance market is a very interesting animal. The skill sets required to navigate it successfully are a very diverse mix. This mix of skills also needs to be in the correct balance, because too much of some and too little of others will result in sub-optimal outcomes .

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Wednesday 27th May 2015     Investing, Policies, Asset Management, Life Settlements

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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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 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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Investing in Life Settlements: Ethical Investments for Investors

Investing in Life Settlements: Ethical Investments for Investors

The recently published post, “Life settlements in Canada: Right or Wrong?” by Richard Proteauc, discusses the ethical and moral consideration for this asset class. The discussion on the ethical nature of investing in life settlements has been analyzed in previous literature along with the opportunities for both investors and consumers. The conclusion of many cases is that provided that there is full transparency with the product and processes between all parties there appears to be no ethical issues in investing in this asset class. Richard’s post was very intriguing and inspired us to examine some of the ethical objections raised in the article and review some others.

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Who’s investing in Life Settlements and Why?

Who’s investing in Life Settlements and Why?

With respected investors like Warren Buffett and institutional investors such as Credit Suisse and Deutsche Bank currently investing or already dabbled in the Life Settlements asset class, it is not surprising that the market has gained reliability as an investment vehicle.

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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

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