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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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

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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