Sentences with phrase «life settlement portfolios»
The typical investors in life settlement portfolios are sophisticated entities such as banks, insurance companies, pension funds and hedge funds.
http://www.lisa.org/ Not exact matches
With her divorce settlement, Shauna's now determined to start living within her means and rebuild her broken investment portfolio.
See the Investor Handbook for more information on Franklin Templeton 529 College Savings Plan, including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can include risks of convertible securities; country, sector, region or industry focus; credit; derivative securities; foreign securities, including currency exchange rates, political and economic developments, trading practices, availability of information, limited markets and heightened risk in emerging markets; growth or value style investing; income; interest rate; lower - rated and unrated securities; mortgage securities and asset - backed securities; restructuring and distressed companies; securities lending; smaller and midsize companies; credit linked securities, life settlement investments, and stocks.
Life settlements generate liquidity and provide your clients with more cash to put to work in their portfolios.
A life settlement fund pools settled policies to create a diversified portfolio, with the goal of providing an attractive risk - adjusted return that has low correlation with the returns provided by other types of assets.
More policyholders are becoming aware of the life settlement option, which increases supply, while investors are focused on buying distressed portfolios of already - settled policies, and new capital remains scarce.
This shock is actually less severe than what occurred in the life settlement market a few years ago, leading some institutional investors to suffer losses of hundreds of millions of dollars on their portfolios.
These institutions treat each life settlement they purchase as one small piece of a much larger investment portfolio (sometimes called «blind pools») and they simply aren't focused on individual policies.
Life settlements are an attractive and viable asset class for long term institutional portfolios.
LISA hosts events to educate institutional investors — state and municipal pension fund managers, among others — that securitized life settlements are safe, non-correlating assets that should be included in a well - diversified portfolio allocation.
We'll be happy to answer any questions you have and to steer you in the direction of qualified professionals who can help you decide whether a life settlement is a good option for that policy that is no longer serving its original purpose in your portfolio.
Life settlements generate liquidity and provide your client with more cash to put to work in his / her portfolio.