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

Literature Review: Empirical Investigation of Life Settlements

Literature Review: Empirical Investigation of Life Settlements

If you are currently searching the web for current, non-bias, and compelling literature on the Life Settlements asset class then you must get your hands on Empirical Investigation of Life Settlements Secondary Market for Life Insurance Policies by Professor Narayan Y. Naik and Afomzo V Juanário, from the London Business School. This compelling literature examines and provides a valuable insight in to internal rate of return (IRR) and other insights about life settlements.

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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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