Dilemmas in Valuation 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? Life settlements valuation risks are possibly one of the key administrative dilemmas facing the asset class […]
Estimating Gross Market Return for Life Settlements
Establishing the correct methodology in estimating gross market return is a common discussion for the life settlements asset class. The science around medical underwriting continues to evolve in the dynamic environment of human longevity. The discussion around appropriate methodologies for uniform financial analysis is timely, post GFC environment. Given the lack of suitable robust analysis […]
Portfolio Construction and Management
Life settlements portfolio construction and asset management go hand in hand for a positive ROI. The big question is why are many new investors “going it alone”. Most importantly why are they not considering in their asset allocation strategy an already established fund? With news filtering in regarding some struggling life settlements funds, we sit […]
Complexities of a Self-Managed Life Settlements Portfolio
Do the benefits of a self-managed life settlements portfolio truly outweigh the complexities faced in the life settlements market? Asset 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 […]
Looking into the Life Settlements Benchmark/Index
Is it possible to have a life settlements benchmark? In all asset classes, we look where possible to have access to an 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 bench-marking […]
