The overall investment strategy and objective is to generate attractive risk-adjusted returns over time, by actively managing large and diversified portfolios of life insurance policies through Life Settlement transactions. Policies are sourced by licensed U.S. Provider companies and the Board of GISF, on recommendation by the investment manager, select those that best meet the Fund’s policy purchase criteria.
The investment performance of life settlements is based on the actuarial characteristics of the pool of insured lives and therefore has little correlation to the traditional financial markets or the factors that influence them. Being non-identical, non-market traded physical securities means that they are by nature significantly less volatile than say listed securities. To an investor, the non-correlated aspect of the underlying asset makes it an attractive, low-risk way to diversify a portfolio of conventional assets.
The manager has the ability to structure different solutions should client’s needs justify. Larger investments can be held in a standalone sub-fund, with a separate portfolio established for each. The sub-funds can be open-ended, closed or provide for limited liquidity and an attractive fee structure can be negotiated.
The fund manager’s team is appropriately qualified in the U.S., Ireland and Australia with a sound blend of skills, experience and a solid reputation. This combines traditional fund management discipline and life settlement specific expertise through its relationship with licensed U.S. service providers with extensive industry experience.
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