Literature and News
Long Term Growth Fund
Monthly Commentary ArchivesAbsolute Return Funds
Monthly Commentary Archives-
Life Settlements as an Investable Asset Class: Best Practices to Achieving Uncorrelated Returns
By Carlisle Management Company 2015
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Where is the Smart Money in Life Settlement Investing?
By Jose Garcia, CEO – Carlisle Management Company SCA
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White Paper
By Carlisle Management Company
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Life Settlement as an Inevitable Asset Class
by Carlisle Management Company
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Mercer report July 2010
by Mercer
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An introduction to Cambridge Guarantee and life settlement market
by Cambridge Guarantee Group
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Viatical and Life Settlement Secularization: Ricks and Proposed Regulation
By Eli Martin Lazarus 2010
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Life Settlement - Continued Growth, Positive Outlook 2018
By Conning Research & Consulting
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Empirical Investigation of Life Settlements: The Secondary Market for Life Insurance Policies
By Afonso V. Januario - Narayan Y. Naik - June 2013
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Back to Life
By Michael S Fischer
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Life Settlement - An Asset Class Resets
By Conning Research & Consulting
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The Real Story About Life Settlements
By Wealth Management
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The Solver Tsunami White Paper
By Life Care Founding Group 2008
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An Educational Guide for Consumers
By L.I.S.A.
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Cashing in on Unneeded Life Insurance Policies
by LISA Marketing Committee
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Insurance Linked Strategies: Life Settlements
By MERCEL LLC
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Performance and Risk of open-end Life Settlement Funds
By Alexander Braun, Nadine Gatzert, Hato Schmeiser University of St. Gallen
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The Role of the Life Settlement Provider
By CMC
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The Search for Uncorrelated Asset Classes
By Xavier Deu, Carlisle’s Business Development Director
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Understanding Life Settlement Fund Valuation Strategies
By CMC
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What are insurance settlements? History and Evolution
By Tools & Techmiques
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ASR Alternative Investments
By ASR
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Investing in Life Settlements
By Meketa Investment Group
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Tagged: articles
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Carlisle CEO Garcia on life settlements’ growing role in the ILS market. – By Susan Barreto, Alternatives Watch
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.
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How Do Life Settlements Fit Into an Institutional Portfolio: Alpha plus Correlation
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.
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Life settlement: Decorrelation Guaranteed! – by Olivier Garin
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.
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The Impact of Interest Rates and Inflation on Life Settlement Returns – by Oleksandra Polishchuk
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.
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Carlisle Management Company becomes signatory to the UN PRI
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.
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CEO Jose Garcia speaks with Finance Monthly about the investment landscape of Luxembourg and the future of Carlisle Management Company
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”
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Carlisle CEO Jose Garcia featured in Feb 2017 Peer Insights Report
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”
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Carlisle Named Financial Advisory Firm of the Year in the M&A 2016 Awards
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.
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Investor Review honors both CMC and the Luxembourg Life Fund in their 2016 Awards
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:
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Interview with Carlisle CEO Jose Garcia featured in Finance Monthly Magazine
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.
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