- Market growth
- Regulatory update
- Current life settlement climate in the US
- Investing in life settlements
<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[16Jan13] [Life Settlements] A SQUARE 16 Jan 2013Investing in the U.S. life settlement market - Traymar Capital
[14Jun10] [Life Settlements] A SQUARE 14 Jun 2010Investing in the life settlements market
[30Jul09] [Life Settlements] Investing in a viatical policyIn Canada there is no organised market for either product, so there is huge growth potential.
[28May09] [Life Settlements] Due diligence - an in-depth medical analysisTypically we are asked to examine high value policies - i.e. greater than USD 3mn; as within senior life settlements, this is where the investor focus has tended to be.
[23Apr09] [Life Settlements] Insights on Life Expectancy ConvergenceEventually, we believe the only players in this industry; will be those that pursue a hold-to-maturity strategy when purchasing the policies
[09Apr09] [Life Settlements] Structural changes and how investors need to position themselvesWe have observed a shift in the life settlement market: from one that was largely broker driven to one that is now investor driven.
[26Feb09] [Premium Financing/Life Settlements] Premium Financing/Life Settlements FundExploits the inefficient pricing of life insurance policies on seniors, Engages in direct financing of life insurance premiums on newly issued policies for a period of 27 months - loan based lending
[22May08] [Life Settlements] What is life insurance premium financing?Premium finance and life insurance have not traditionally been associated with one another - however, the premium financing of life insurance is a viable option.
[01Apr08] [Life Settlements] Life Settlement SecuritisationSecuritised life settlement portfolios have in the past produced double-digit returns.
[13Feb08] [Life Settlements] A fund that invests in life settlementsTrade Endowment Policies, TEPs - are still available to investors at a deep discount from their expected maturity values
[24Jan08] [Life Settlements] Longevity and mortality index based swapsRealised life span differs from expected lifespan - resulting in a price change in the asset or liability
[05Dec07] [Life Settlements] Expertise on life settlements: chances and challengesMost of the insurance companies have grown to realise that the life settlement industry is a recognised industry that is here to stay
[21Aug07] [Life Settlements] AA Life FundFund of funds that invests in US life settlements
[06Feb07] [Life Settlements] Life SettlementsDrawing on 30 years of experience and expertise
Bailey McCann, Opalesque New York:
Trade financing is gaining traction with investors and one fund, the EuroFin Asia Group. Christian Stauffer, the founder and CEO of EuroFin explained in a recent interview
This piece was contributed by Oliver Lodge of UK based Owl Regulatory Consulting.
Whatever our hazy recollections of the good old days, there never was a time when regulators were relaxed about the promotion of unregulated collective inve
Opalesque Industry Update - HFR's UCITS indices report the HFRU Event Driven Index posted a decline of -1.
Opalesque Industry Update: The Swiss Fund Association has announced that in May 2013, the volume of assets placed in the investment funds
covered by the s
Opalesque Industry Update: US law firm Akin Gump has published a top 10 of FAQs on the AIFMD. The firm writes: On July 22 2013, the Alte
Opalesque Industry Update: Managed futures lost 1.31% in May according to the Barclay CTA Index compiled by BarclayHedge. The Index remains up 0.61% year to date.
“May’s trend reversal in gl
Opalesque Industry Update - The Regulatory Fundamentals Group (RFG), a New York-based firm that provides strategic business and regulatory insights for alte
From Precy Dumlao, Opalesque Asia – North Carolina hedge fund manager James Alexander Shepherd pleaded guilty to defrauding investors of at least $6m after admitting to using a personal post office bo
By Beverly Chandler, Opalesque London:
The Opalesque 2013 West Coast Roundtable, sponsored by Sunrise Capital,
Opalesque Industry Update: Hedge funds gained 1.06% in May, according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is up 5.87% year to date.
“While improving consumer
Opalesque Industry Update – The Dow Jones Credit Suisse Hedge Fund Index (the “Broad
Index”) finished up 0.42% for the month of May.
Performance for the Broad Index and its 10 sub-strategies is
Opalesque Industry Update - LGT Capital Partners has been awarded a GBP 100 million multi-alternatives mandate from Kingfisher Pension Scheme. The mandate is focused exclusively on alternative investm
Opalesque Industry Update – The Newedge Trend Index fell 3.65% in May 2013 (3.74% YTD), relinquishing some of the gains from March and April. The Newedge Short-Term Trading Index finished slightly po
Opalesque Industry Update — RBC Capital Markets today reported that for the month of May 2013 the RBC Hedge 250 Index® had a net return of 0.60 percent. This brings the year-to-date return of the Inde
Opalesque Industry Update - Lyxor Asset Management (“Lyxor”) has announced the launch of the Lyxor / Tiedemann Arbitrage
Strategy Fund (the “Fund”), a
From Precy Dumlao, Opalesque Asia:
The Navigator Absolute Return Fund is maintaining its winning streak with consistent positive returns since inception in March ’08 after posting 0.67% in May (+3.29% YTD). The fund
By: Andre Boreas, Director-Alternative Investments, Intralinks
I had the opportunity to attend a real estate conference a few weeks ago where the topic of transparency was a hot button issue. More information, quicker turnaround times and deeper due diligence was the mantra among the general par
This piece was authored by Melanie Rijkenberg, CFA, Associate Director, Pacific Alternative Asset Management Company Europe LLP.
Since the start of the year we have seen a clear de-correlation in global markets and most n
In the article below, Alex McKnight, investment manager at GAM, an independent, active investment management firm, comments on why convertibles are catching investors’ eyes.
We believe the "great rotation" is ov
This article was authored by Shahid Ikram, CIO at Aviva Investors, a global asset manager that is part of Aviva, one of the world’s largest insurance companies, and appeared first in Swiss daily newspaper Le Temps on Monday.
This article was authored by Donald A. Steinbrugge, Managing Member of Agecroft Partners LLC, a third-party marketer based in Richmond, VA, U.S.
It has been recently covered in the media that Mary Jo White, who became SEC chair
This article was authored by Deborah Prutzman, Founder and CEO of New York based-RFG, which provides, among other things, regulatory and risk guidance.
AIFMD—As a U.S. adviser, are you within its scope and can you avoid its reach?
This piece was provided by Elena Ambrosiadou, chief executive officer of Ikos Asset Management.
Cyprus is in the middle of a financial maelstrom - where did it come from and what needs to be done about it now? Cyprus is the third
This article was provided by Bijesh Amin, Co-Founder/Managing Director at Indus Valley Partners.
To shadow or not to shadow
At least that is the question facing many large hedge funds with assets well
above the magical $1bn mark.
The production of a portfolio NAV (Net Asset Value) is
Beverly Chandler, Opalesque London: Reporting from the GAIM conference in Monaco, CooConnect finds that funds of funds are taking action over their fees.
The site writes: "Funds of funds have insist
Beverly Chandler, Opalesque London: Investment software provider Multifonds has published its white paper, entitled: The impact
of AIFMD and
convergence survey. Key findings from the survey include:
83% of respondents agree convergence o
The Swiss Fund Association has announced that in May 2013, the volume of assets placed in the investment funds covered by the statistics compiled by Swiss Fund Data AG and Lipper reached around CHF 763 billion, a slight rise of CHF 2.6 billion month-on-month. This represents a marked increase of jus
Hedge funds brace for renewed debt crisis
From Indiatimes.com: The euro zone's debt crisis may be far from over, while Japan's money-printing gamble to revive its economy could destabilize global markets if it doesn't work, some hedge fund managers say. They are taking the view that the
Featuring : A multi-family office backing prop traders, market makers and CTAs.Eric Wong from TCG Capital, a multi-family office based in Hong Kong, has found an interesting niche providing capital - mainly via managed accounts - to market makers, proprietary trading firms, and CTAs.
In this O...» Watch the video
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Near Term Trend: PositiveMonday’s Close: $97.77 (- 8 cents)UPDATE: NOTE: We will roll to August in our next report.Several weeks ago, we were quoted in calling for strong support at $90.00. Subsequently, $91.20 was the recent low following our statement, and initially the market rallied directly to resistance at our red downtrend line.Prior to last week trading we observed; “Unless a daily settlement above $96.35 is posted, the market could continue to consolidate between $96.30 and $92.00”. As it turned out, the market closed at $96.69 last Thursday, confirming the breakout. $96.35 now represents key support.