Specialist services to institutions in the longevity and life settlement sectors
Serving the institutional markets, CG Analysts works with and for blue-chip companies across the globe.
Our experience, gained from the analysis of thousands of policies issued by a wide range of carriers, allows us to maximize potential premium savings and hidden benefits including those within shadow accounts.
Policy and portfolio valuation
Significant experience within the sector, including in-house
analysis of the accuracy of life expectancy predictions, allows CG Analysts to provide sound, evidence-backed valuations of individual life settlement policies or entire portfolios.
Policy and portfolio analysis
Valuation is just a small part of the analysis process. CG
Analysts’ services also include due diligence, origination, exposure limit, credit / portfolio / life impairment reviews, market intelligence etc.
CG Analysts will work with you to model and structure
your portfolio in accordance with your investment
Investment vehicle structuring
Whilst CG Analysts cannot provide legal or tax advice,
we can provide expertise gained through experience on
efficient vehicle structuring. Due to the unique nature of life
settlements, it is vital that all parties (such as custodians,
securities intermediaries, escrow agents etc.) have
expertise in the sector. CG Analysts can also facilitate
introductions to all relevant parties including specialist
legal and tax practitioners if required.
Vehicle / fund / portfolio restructuring
As legislation or best practices evolve, it is sometimes
necessary to review and restructure existing vehicles
and portfolios. Unfortunately, it is also the case that some
investment vehicles or portfolios underperform or do
not meet investor requirements.
CG Analysts can be retained by fund managers, board
members or investor committees to carry out an impartial
review and to report on and, where possible, provide
solutions to any issues that may be identified.
Restructuring may range from a partial disposal of
underperforming policies to a wholesale change in
valuation methodology, vehicle structure or management
Whatever the need, CG Analysts will provide a
detailed report outlining what the issues are, why they
are relevant, the suggested route(s) to addressing the
issues and the likely outcome. Where a more wholesale
change is required, CG Analysts work with clients to
agree and implement a course of action. This may include
the introduction of specialist service providers where
Provision of expert third parties
In addition to legal and tax advisers, various other
parties such as experienced life settlement custodians,
securities intermediaries, escrow agents, actuaries and
auditors may be required. CG Analysts has relationships
with most of the top ranked entities which it believes to be
best qualified to provide such services
Premium optimization >
Policy and portfolio valuation >
Policy and portfolio analysis >
Portfolio structuring >
Investment vehicle structuring >
Vehicle / fund / portfolio restructuring >
Provision of expert third parties >
Who we work with
Special purpose vehicles
For more information about CG Analysts Ltd and how we can help you, please email us at: firstname.lastname@example.org or call us on +44 (0)845 362 0370