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Everything from Laureola Advisors

Life settlements part of alternative fixed-income universe

From Laureola Advisors

Life settlements is a form of financing extended to an individual (usually a senior) backed by that person’s life insurance policy. A life settlement fund generates returns for investors by

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11 Feb 2021

Bedrock investments liberate a portfolio’s capacity to take risks in a post-pandemic landscape

From Laureola Advisors

The stable core of a portfolio consists of ‘bedrock investments’. Their role is to generate stable, consistent returns over time. Ideally, the returns are not correlated to the returns of

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20 Jan 2021

Fund being used by Asian and European family offices to unlock investment paralysis

From Laureola Advisors

The struggles of fixed income instruments during the height of the pandemic in March and April 2020 raised questions about the widely accepted notion of negative correlation between bonds and

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04 Dec 2020

Life settlements are resold insurance policies and can be understood as financing to individuals backed by that person’s life insurance policy

From Laureola Advisors

“Be like water … If you put water into a cup, it becomes the cup.” – Bruce Lee . While Bruce Lee is a strange source for fixed income strategies,

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20 Nov 2020

ESG principles respected by life settlements industry

From Laureola Advisors

ESG principles have become mainstream in funds management and the Laureola life settlements fund, now in Australia, is no exception. “We follow the principles behind ESG in our dealings with

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30 Oct 2020

Non-correlated assets are hard to find

From Laureola Advisors

The question for many about negative correlation is that it works until it does not work. Sadly, everything seems to go down together in a major market downturn – the

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21 Oct 2020

Bermuda-based fund investing in US life insurance policies launches in Australia

From Laureola Advisors

Laureola has launched its Life Settlements Fund into the Australian market. “The underlying assets are US life insurance policies and everyone knows how life insurance works and why there is

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25 Sep 2020

Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]