Articles

In this section you will find some general articles and reports regarding Life Settlements and the life settlements market.

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"Life settlements is becoming an increasingly popular asset class, offering good returns that are largely unaffected by
financial crises and market downturns like those of 2000 and 2008. What are they, what benefits can they offer as a new
asset class for your portfolio, and what are the downside risks? We discuss these questions, and outline the features
of different vehicles for life settlements investments."

Russel Research | February 2010

The basic of Life Settlements (LISA guide)
An educational guide for consumers issued by LISA, the Life Insurance Settlement Association
ART_LISA-the-basic-of-Life-Settlements.pdf
Russel research on Life Settlements (2010)
Explanation and background of Life Settlements, the benefits of this new asset class for your portfolio and what are the downside risks.
ART_Russel-research-on-life-settlements.pdf
National Vital Statistics Reports (December 2010)
This report presents preliminary U.S. data on deaths, death rates, life expancy, leading causes of death and infant mortality by selected characteristics such as age, sex, race, and Hispanic origin.
ART_20101214-National-Viatal-Statistics-Reports-Volume-59.pdf
Insurance studies Institute The life insurance secondary market (October 2010)
What’s happening? Is the Life Insurance Secondary Market (LISM) booming, or is it on the decline, or is it on the decline?Has the LISM matured and other topics are discussed.
ART_Insurance-Studies-Institute-The-life-insurance-secondary-market-from-an-investment-perspective.pdf
Mercer discussion paper on Life Settlements (2010)
One of the fallouts of the global financial crisis was the realization that many of the more traditional alternative, such as hedge fund of funds, asset classes failed to provide adequate strategy diversification.
ART_Mercer-discussion-paper-on-life-settlements.pdf
Fasano -The Actuarial Syndrome Article (September 2010)
The Actuarial Syndrome, an article of the September 2010 eNewsletter by Fassano Associates on mortality ratings and life expectancies.
ART_Fasano-The-Actuarial-Syndrome-Article-September-2010.pdf
Speech FSA Peter Smith on Traded Life Policies (February 2010)
Speech by Peter Smioth, head of Investments policy of the Conduct Policy Division of the UK-FSA. A statement on risks and related topics of traded life policy investments.
ART_FSA-speech-Peter-Smith-February-2010-on-Traded-Life-Policy-Investments.pdf
A.M. Best Review - Life Settlements (February 2006)
Article of Best’s Review on market developments in the Life Settlements market, market volume, factors that will influence the growth of the market.
ART_AMBest_BestReview_February_2006.pdf
Life Settlement Review – The Need for Changin the Mee dia’s Portrayal of Life Settlements (February 2010)
Reasoning on the source of the media’s negative portrayal of the life settlement industry. Why has it contrasted so sharply with the positive characterization of annuity products, social security methodologies or pension fund financing projections.
ART_LSReview_Februari_2010_pp18_19_23.pdf
Moody’s – Life Settlements: Where Life Insurance Meets the Capital Markets (February 2006)
Background on the rise in recent years of the life insurance policy market from almost nothing to a significant, growing segment of the US life industry.
ART_Moody's_February_2006.pdf
De Actuaris – Life Settlements in de Institutionele Praktijk (November 2008) (Dutch)
Dutch article on the asset-class of ‘ longevity’ and life settlements policies as an investment alternative to existing and more traditional assets.
ART_De_actuaris_life_settlements_in_de_institutionele_praktijk_November_2008_Dutch.pdf

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