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Portfolio Servicing

SL Investment Management offers a complete 360 servicing proposition - from execution only policy acquisition - through to valuation, structuring and portfolio management services.

For complete flexibility, we can offer each of our service components independently or together as a full service offering.

So for clients with existing portfolios of life settlements, we can focus on the aspects of most importance to them - for example, asset management and portfolio optimisation.

For clients with a wider servicing remit, we can provide the full range of services. From the conception of the investment strategy and associated modelling, through to fund launch, ongoing management, and the ultimate delivery of investment returns.

Our Client Servicing Model

Understanding our client's investment objectives is a vital element of SL's collaborative approach. Our aim is to deliver strong performance with minimal risk through the application of our fund management and actuarial capabilities which are delivered in a framework of solid regulatory and governance control.


 Client Cycle 2018


Bespoke IT Capabilities

Our in-house asset management system has been designed over the past 15 years to manage nothing else but life settlement assets. The workflow and controls within the system reflects a level of sophistication and design that draws upon our 27 years' of specialisation in insurance based assets.

A key benefit of our system capabilities is the processing efficiencies that allow us to deliver a fully rounded service at a competitive price. Our  IT capability and team-based knowledge together with SL's highly controlled, robust policy servicing all contribute to an impressive servicing proposition.

US LS asset management services (thumbnail large)

Click here to view our Services Brochure.

Latest News

BlackOak Investors LP SL's latest Life Settlement fund has produced annualised returns of 16.9% to end Dec 2019, with 88.4% of performance achieved through realised gains. Find out more about BlackOak Investors LP How to select a life settlement fund manager 10 key questions investors should be asking life settlement fund managers prior to investing. Find out more about How to select a life settlement fund manager With-Profit performance 2018 Our actuarial team summarises the latest performance of UK Life Company with-profit funds for year ending 2017. Find out more about With-Profit performance 2018


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