Insurance-linked security (ILS) products have been gaining in popularity in recent years among traditional hedge fund investors especially, but another sub sector outside of catastrophe bonds is growing in influence.

Allocation Trends in Institutional Portfolio after Covid-19 disruption. Before trying to allocate Life Settlement within a specific category of institutional portfolios, it is important to define the expected investment trends over the course of the next few years. After decades of success, Covid-19 crisis showed that the historical 60/40 split between equities and bonds is no longer able to preserve the consistency of robust returns. Slow economic growth, low or negative interest rates, volatile markets and increasing geopolitical pressures put several issues on the classic 60/40 structure that well served them in the last 40 years.

In the complex world of investments, the wisdom of Benjamin Franklin still resonates: "In this world, nothing is certain, except death and taxes . " Today, in a turbulent geopolitical and macroeconomic context, the quest for safe and profitable investments is complicated, with the risk-return couple, impact and energetic transition at the top of the considerations for fund management.

Life Settlements, which is the buying and selling of existing life insurance policies in a secondary market, can provide a unique and profitable investment opportunity.

Carlisle Management Company SCA, the Luxembourg-based alternative fund manager, has announced that it has become a signatory to the United Nations Principles for Responsible Investment.

Recently Carlisle CEO, Jose Garcia was interview by Finance Monthly for their “About the Board” section of their monthly publication. According to FM, this section brings “readers the latest insights on the challenges and triumphs facing senior executives today. Designed to provide inspiration from their experiences”

Recently Carlisle CEO, Jose Garcia, was interviewed for the February 2017 edition of the Peer Insights Report issued by Family Office Insights. Family Office Insights is a voluntary, “opt-in”

Finance Monthly recently announced that its eagerly anticipated 2016 M&A Awards Edition has now been published. This year Carlisle Management Company was included in the publication, winning the award for Financial Advisory Firm of the Year.

This month, Carlisle Management Company was awarded Most Holistic Fund Manager 2016 – Luxembourg while the Luxembourg Life Fund took home Best Long-Term Growth Fund (5 Years) from Investor Review’s 2016 Single Manager Awards. To read the article please click on the link provided. The official press release is below:

Recently Carlisle's own Jose Garcia was interviewed for the "Game Changers" section of Finance Monthly magazine which featured the article in their July issue. You can read the interview in its entirety by clicking on the link provided.

Very recently, Carlisle was awarded Best Open-Ended Alternative Investment Fund Manager – Luxembourg by Wealth and Finance International during their 2016 Alternative Investment Awards.

The June issue of Acquisition International's featured an article naming Carlisle Management Company as 2016's Most Innovative Hedge Fund Manager. For the full article you can click on the link provided.

Carlisle CEO Jose C. Garcia was recently interviewed on his thoughts on the alternative markets as well as the Carlisle philosophy in Acquisition International's publication....

Allocator, the data platform for the investment management industry, honored the winners of its Investors Choice Awards 2016 for the EMEA & APAC region at its annual gala at the Dorchester Hotel in London.

This month it was announced that Carlisle Managment Company has won the coveted "Business Investment Firm of the Year-Luxembourg" in Corporate Livewire's Finance Awards 2016.

Carlisle Management Awarded Business Investment Firm of the Year - Luxembourg. Please click on the provided link for a copy of the feature.

Over the course of December and January, the European announced its winners for the 2015 Global Business Awards including an award win by Carlisle for Asset Management Firm of the Year - Luxembourg.

The November Issue of Acquisition International featured an article from Carlisle Management Company on the current life settlements industry. To view the article in its entirety, click on the link provided.

Recently, Acquisition International selected Carlisle Management Company as the Leading Adviser for Luxembourg, featuring our company in the October Special Issue of their publication.

This month Finance Monthly released their list and publication of the 2015 winners of their annual awards. Carlisle Maanagment Company was honored with the Best Fund Manager - Luxembourg, adding to a landmark year for CMC in regards to industry recognition.

It’s a fact. The life settlement industry is in a growth mode. As a result, insurance professionals across the country are seeing a flurry of marketing campaigns offering to facilitate the purchase of their clients’ life insurance policies.

HedgePo, has announced the winners of its Investors Choice Awards 2015 for the EMEA region.  The annual Investors Choice Awards honors fund managers that have achieved outstanding risk adjusted absolute returns.  This year, Carlisle Management proudly received the 2014 Insurance Fund of the Year for its Luxembourg Life Fund: Long Term Growth Fund FCP SIF.

We are pleased to report that Carlisle Management Company has been awarded two distinctions by Acquisition International in their recently announced 2015 Hedge Fund Awards.  Along with being voted “Best Fund Manager – Luxembourg”, Carlisle also received the award for “Best European Long Term Growth Fund” for its open ended life settlement fund, the Luxembourg Life Fund.

Recently our team assisted in an event for a private bank in Europe who has begun to utilize life settlements as an asset class for their investors’ portfolios.  Below is a summary of the comments that were made regarding the presentation of life settlements to their investors.

These rankings focus on independent accountants that audit an insurer’s annual financial statements and actuaries that provide an annual statutory actuarial opinion regarding an insurer’s policy and claim reserves.

The Emerging Alternative Investment – Life Insurance Assets outlines alternative investment options with the emergence life insurance secondary market of for investors seeking asset diversification to mitigate and diversify risks. Traditional asset classes no longer provide the diversification that investors require. Specifically...

What the Life Settlements industry has taught us about the Value of Data. As the industry’s top fund managers grapple with a changing regulatory landscape that...