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

Valuation Dilemmas in Life Settlements

Valuation Dilemmas in Life Settlements

Have you ever wondered why so many life settlements funds vary in expected returns? During your due diligence have you found it difficult to compare returns of what appears on the surface to be apparently similar life settlements funds? Valuation risks are possibly one of the key administrative dilemmas facing the asset class and one which many industry players struggle in mitigating.

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Thursday 2nd April 2015     Valuation, Policies, Portfolio

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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