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Introduction to SL Investment Management
updated:01-07-2018
· The SL Investment Management approach
· Client servicing model
· Fund structuring
· Actuarial and valuation capabilities
· Experience and credentials
SL Investment Management is a long established, specialist, Alternative Investment Fund Manager. As one of Europe's largest regulated US Life Settlement investment managers, our aim is to deliver value to investors through applying our expertise and capabilities in both asset acquisition and valuation, through to fund creation and management. Read more
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10 Key Questions to ask Life Settlement Fund Managers
· Manager and fund regulation
· Valuation methodology
· Policy acquisition due diligence
· Assessing mortality and longevity
· Performance and rewards
When selecting a Life Settlement Fund or a Fund Manager, SL Investment Management recommends that potential investors always ask ten critical questions during their due diligence process to ensure a sound choice is made. There is no standard methodology for the valuation of Life Settlement policies and this can provide less principled managers with an opportunity to manipulate valuations in an attempt to suggest 'better' performance. Read more
Introduction to Life Settlements
updated:01-06-2017
· Key investment characteristics
· Life Settlement policy investment example
· SL Life Settlement performance index
· History of Life Settlements
· Market structure
Life Settlement investment returns are fundamentally based on mortality and thus have low market correlation coupled with low volatility. This represents an excellent 'market neutral' alternative to traditional investment classes. Life Settlements are life insurance policies purchased at a significant discount to the maturity amount. This can offer attractive returns typically around 8%-12% per annum, net of fees. The counter party for NDB payments are US insurance companies with investment grade ratings typically A+ or above. Read more
Introduction to the SL Team
· Robert Ireland | BSc CFA
· Patrick McAdams | CFA
· Daniel Johnston | BSc Honours
· Alec Taylor | BEng MSc
· David Roxburgh | CPA
Our highly experienced executive team is comprised of financial and technical specialists who collectively form the intellectual capital of the organisation. They are fundamental to our client centric approach. Listening, understanding and ultimately implementing innovative solutions tailor made to clients' specific set of requirements. Read more
Life Settlement Services
updated:01-02-2018
· SL servicing model
· Bespoke software
· Policy trading and due diligence
· Policy servicing
· Fund Structuring
Our services range from stand-alone policy acquisition and servicing, through to asset valuation and full fund structuring and management. With complete flexibility, we can offer each of our service components independently or together with other elements. So for clients with their own portfolios we can offer a full policy management service. Read more
12 Reasons to Invest in Traded Endowment Policies
· Capital protection
· Low volatility
· Inflation Hedge
· Mortality uplift
· Regulated framework
TEPs are generally bought after 15 years of their policy term (typically 25 years). By the time they are bought, TEPs have earned a substantial minimum maturity value through their bonus structure (Sum Assured plus annual Reversionary Bonuses). Once awarded, these values may not be removed nor reduced, and constitute the guaranteed minimum maturity value, provided all premiums continue to be paid until maturity. Read more
Actuarial Services
· Independent Portfolio Asset Valuations
· Cash Flow Model Projections
· Asset Pricing and Origination
· Premium Optimization
· Portfolio Management
SL Investment Management has a proud history of providing a wide and varied range of actuarial solutions for many large institutional clients. The experienced actuarial team at SL are able to offer a sophisticated level of services with extensive expertise in all aspects of the Life Settlement market. Read more
