Portfolio Analysis
As your portfolio of life insurance policies grows alongside your experience, you
will want to deepen your understanding of its past performance. You will also want
to establish how that performance may change in the future and, perhaps, consider
how best to reflect your experience in the acquisition of new policies and the sale
of old ones.
Our background as former investors in the life settlements market allows us to share
your perspective. We can outline the risk parameters that concerned us when we made
acquisitions and help you to build a framework within which to measure and monitor
risk in your portfolio. We can also show you how the results of your risk measurement
might help you to adjust your criteria for future acquisitions.
Once you have established the range of risk information, which you wish to monitor,
our analysts enter your portfolio information into ClariNet™ and use the risk analysis
tools within ClariNet™'s Portfolio Management module to produce the reports
you require. Furthermore, if you engage us to produce reports for you on a regular
basis, we will customize those reports to suit your requirements.
The ability to question your assumptions is important for any investor - the ability
to model a range of possible outcomes provides insight as to the scope of risk.
With ClariNet™'s scenario management capabilities, we can help you to answer
those questions.