Key benefits of NTA
Low to minimal correlation to market volatility
Ability to deliver higher real returns over the longer term
Portfolio diversification
RISK MITIGATION
Integrating NTA into an insurance portfolio
Our Group has a proven track record in understanding the characteristics of non-traditional assets, how to value and integrate them into a diverse portfolio. Integrating non-traditional assets into wealth planning solutions also means that the value of the assets can be passed on to the next generation smoothly.
We create customised PPLI solutions that can include a wide variety of non-traditional assets (NTA), such as hedge funds, real estate, commodities and private equity, that enables clients to diversify their investment strategy.
We understand the characteristics of non-traditional assets, how to value and integrate them into a diverse portfolio. Integrating non-traditional assets into wealth planning solutions also means that the value of the assets can be passed on to the next generation smoothly.
We have built the largest and most experienced in-house NTA team in the market including experts who assess each non-traditional asset proposed for inclusion in a PPLI policy, to analyse the asset’s suitability to a life insurance solution.
1. Unquoted shares
2. Investment funds/ investment schemes
3. Unquoted debt instruments
4. Hedge funds
5. Other assets
Unquoted shares
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Shares that have no publicly stated price, because they are not listed on a stock exchange
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These can include:
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Financial Holding Companies
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Real Estate Companies
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Pure Private Companies such as Holding or Trading Companies
Investment funds/investment schemes
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Shares or Partnership Interests
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These can include:
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Private Equity funds
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Certain Real Estate funds
Unquoted debt instruments
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Debt Instruments for which the issuer and the instrument are not listed on a regulated market
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These can include:
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Promissory notes
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Unquoted bonds
Hedge funds
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An alternative investment vehicle, typically formed as a private limited partnership, available only to sophisticated investors
Other assets
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Subject to due diligence review:
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Delisted Assets
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Distressed Assets