Literature and News
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Life Settlements as an Investable Asset Class: Best Practices to Achieving Uncorrelated Returns
By Carlisle Management Company 2015
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Where is the Smart Money in Life Settlement Investing?
By Jose Garcia, CEO – Carlisle Management Company SCA
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White Paper
By Carlisle Management Company
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Life Settlement as an Inevitable Asset Class
by Carlisle Management Company
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Mercer report July 2010
by Mercer
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An introduction to Cambridge Guarantee and life settlement market
by Cambridge Guarantee Group
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Viatical and Life Settlement Secularization: Ricks and Proposed Regulation
By Eli Martin Lazarus 2010
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Life Settlement - Continued Growth, Positive Outlook 2018
By Conning Research & Consulting
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Empirical Investigation of Life Settlements: The Secondary Market for Life Insurance Policies
By Afonso V. Januario - Narayan Y. Naik - June 2013
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Back to Life
By Michael S Fischer
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Life Settlement - An Asset Class Resets
By Conning Research & Consulting
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The Real Story About Life Settlements
By Wealth Management
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The Solver Tsunami White Paper
By Life Care Founding Group 2008
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An Educational Guide for Consumers
By L.I.S.A.
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Cashing in on Unneeded Life Insurance Policies
by LISA Marketing Committee
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Insurance Linked Strategies: Life Settlements
By MERCEL LLC
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Performance and Risk of open-end Life Settlement Funds
By Alexander Braun, Nadine Gatzert, Hato Schmeiser University of St. Gallen
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The Role of the Life Settlement Provider
By CMC
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The Search for Uncorrelated Asset Classes
By Xavier Deu, Carlisle’s Business Development Director
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Understanding Life Settlement Fund Valuation Strategies
By CMC
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What are insurance settlements? History and Evolution
By Tools & Techmiques
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ASR Alternative Investments
By ASR
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Investing in Life Settlements
By Meketa Investment Group
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Our News
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Investors Choice Winner in the Multi-Strategy Fund and in the Multi-Strategy -Long Term Performance categories at the EMEA Investors Choice Awards 2019
Luxembourg Life Fund-Long Term Growth Fund has been officially recognised as the Investors Choice Winner in the Multi-Strategy Fund and in the Multi-Strategy – Long Term Performance categories at the EMEA Investors Choice Awards 2019. For the full list of winners, visit: https://www.investorschoiceawards.com/
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CEO Today – Global Awards 2019
We are pleased to announce that Jose García has been recognized as CEO of the year 2019 by CEO Today Magazine which identifies and honours the most respected companies and their C-Level executives who lead the way on a global stage. CEO Today team collate votes and in-depth sector by sector research to choose the very best of the best among the world’s CEOs to reward and celebrate the leadership and strategic vision of CEOs across a number of sectors to identify the most successful, innovative and forward thinking CEOs in business today.
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Hedge Fund Awards – November 2018
Acquisition International’s November Issue features CMC as 2019’s Luxembourg Life Fund and Best Global Alternative Asset Fund Manager The November issue of Acquisition International’s featured an article naming Carlisle Management Company as 2019’s Luxembourg Life Fund and Best Global Alternative Asset Fund Manager. For the full article, please visit: https://www.acq-intl.com/issues/hedge-fund-award-2019/10/
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Carlisle Management Company becomes signatory to the UN PRI
Carlisle Management Company SCA, the Luxembourg-based alternative fund manager, has announced that it has become a signatory to the United Nations Principles for Responsible Investment.
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Luxembourg Life Fund wins 2018 Investor’s Choice Awards – Multi-Strategy Fund – Long Term Performance
This past Tuesday, Carlisle Managment Company, on behalf of the Luxembourg Life Fund, recieved the award for Best Multi-Strategy Fund - Long Term Performance Allocator's 2018 Investor's Choice Awards Gala in London. For the full list of winners,
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Luxembourg Life Fund honored with 2018 Investors Choice Award – Best Multi-Strategy Fund – Long Term Performance of the Year
This past Tuesday, Carlisle Managment Company, on behalf of the Luxembourg Life Fund, recieved the award for Best Multi-Strategy Fund - Long Term Performance Allocator's 2018 Investor's Choice Awards Gala in London. For the full list of winners,
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Luxembourg’s Carlisle Management Successfully Concludes Large Scale Life Settlements Sale
LUXEMBOURG, November 6th, 2017 -- Carlisle Management Company SCA, a leading investment manager in the life settlements space, has finalized the sale of a portion of its Luxembourg Life Fund: Long Term Growth Fund FCP SIF’s portfolio of assets. The recent transactions represent a significant portion of the Long Term
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CEO Jose Garcia speaks with Finance Monthly about the investment landscape of Luxembourg and the future of Carlisle Management Company
Recently Carlisle CEO, Jose Garcia was interview by Finance Monthly for their “About the Board” section of their monthly publication. According to FM, this section brings “readers the latest insights on the challenges and triumphs facing senior executives today. Designed to provide inspiration from their experiences”
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Carlisle Featured in 2017 Corporate Livewire Finance Awards
This year Carlisle Management Company SCA was featured as Fund Manager of the Year – Luxembourg in the 2017 Finance Awards. For a copy of the feature please use the link provided above.
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Luxembourg Life Fund wins Multi-strategy Fund – Long Term Performance award at 2017 Investor’s Choice Awards Gala
Allocator, the data platform for the investment management industry, hosted its Investors Choice Awards 2017 Gala for the EMEA & APAC region in London last week. Among the night’s winners was Carlisle’s own Luxembourg Life Fund, which brought home the award for Multi-strategy Fund – Long Term Performance. To see more, click on the link provided.
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Carlisle CEO Jose Garcia featured in Feb 2017 Peer Insights Report
Recently Carlisle CEO, Jose Garcia, was interviewed for the February 2017 edition of the Peer Insights Report issued by Family Office Insights. Family Office Insights is a voluntary, “opt-in”
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Carlisle Named Financial Advisory Firm of the Year in the M&A 2016 Awards
Finance Monthly recently announced that its eagerly anticipated 2016 M&A Awards Edition has now been published. This year Carlisle Management Company was included in the publication, winning the award for Financial Advisory Firm of the Year.
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Investor Review honors both CMC and the Luxembourg Life Fund in their 2016 Awards
This month, Carlisle Management Company was awarded Most Holistic Fund Manager 2016 – Luxembourg while the Luxembourg Life Fund took home Best Long-Term Growth Fund (5 Years) from Investor Review’s 2016 Single Manager Awards. To read the article please click on the link provided. The official press release is below:
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Interview with Carlisle CEO Jose Garcia featured in Finance Monthly Magazine
Recently Carlisle's own Jose Garcia was interviewed for the "Game Changers" section of Finance Monthly magazine which featured the article in their July issue. You can read the interview in its entirety by clicking on the link provided.
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Luxembourg Life Fund FCP SIF wins European Open Ended Fund of the Year from Corporate LiveWire
The winners of Corporate LiveWire's 2016 Global Fund Awards were announced in August with the Luxembourg Life fund bringing home the award for European Open Ended Fund of the Year. The official press release can be read below or for a copy please follow the link provided.
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Carlisle awarded Best Open-Ended Alternative Investment Fund Manager – Luxembourg
Very recently, Carlisle was awarded Best Open-Ended Alternative Investment Fund Manager – Luxembourg by Wealth and Finance International during their 2016 Alternative Investment Awards.
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Acquisition International’s June Issue features CMC as 2016’s Most Innovative Hedge Fund Manager
The June issue of Acquisition International's featured an article naming Carlisle Management Company as 2016's Most Innovative Hedge Fund Manager. For the full article you can click on the link provided.
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Carlisle CEO featured in Acquisition International’s 2016 Hedge Fund Awards Publication
Carlisle CEO Jose C. Garcia was recently interviewed on his thoughts on the alternative markets as well as the Carlisle philosophy in Acquisition International's publication....
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Carlisle CEO featured in Acquisition International’s 2016 Hedge Fund Awards
Carlisle CEO Jose C. Garcia was recently interviewed on his thoughts on the alternative markets as well as the Carlisle philosophy in Acquisition International's publication covering the winners of this year's AI Hedge Fund Awards,
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Carlisle Management Company takes home multiple awards at this year’s ICA Gala in London
Allocator, the data platform for the investment management industry, honored the winners of its Investors Choice Awards 2016 for the EMEA & APAC region at its annual gala at the Dorchester Hotel in London.
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Carlisle Awarded Business Investment Firm of the Year-Luxembourg – Corporate Livewire Finance Awards 2016
This month it was announced that Carlisle Managment Company has won the coveted "Business Investment Firm of the Year-Luxembourg" in Corporate Livewire's Finance Awards 2016.
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Carlisle Management Awarded Business Investment Firm of the Year – Luxembourg 2016
Carlisle Management Awarded Business Investment Firm of the Year - Luxembourg. Please click on the provided link for a copy of the feature.
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Carlisle wins Global Business Awards’ Asset Management Firm of the Year – Luxembourg
Over the course of December and January, the European announced its winners for the 2015 Global Business Awards including an award win by Carlisle for Asset Management Firm of the Year - Luxembourg.
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Finance Monthly features Interview with Carlisle CEO in their January 2016 Issue
The January 2016 issue of Finance Monthly magazine includes an interview with Carlisle’s own Jose C. Garcia where he discusses Carlisle as a firm, managing assets in Luxembourg, and the evolving regulatory environment for the alternative investments sector. To read the interview in its entirety please click on the link provided.
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Carlisle Publishes Life Settlements article in the November Issue of Acquisition International
The November Issue of Acquisition International featured an article from Carlisle Management Company on the current life settlements industry. To view the article in its entirety, click on the link provided.
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Carlisle Management Company Honoured at 2016 Hedge Fund Awards
Carlisle Management Company Honoured at 2016 Hedge Fund Awards
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Carlisle Management Company selected as Leading Adviser and featured in Acquisition International’s October 2015 Special Issue
Recently, Acquisition International selected Carlisle Management Company as the Leading Adviser for Luxembourg, featuring our company in the October Special Issue of their publication.
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Life Settlements as an Investable Asset Class: Best Practices to Achieving Uncorrelated Returns
Life Settlements as an Investable Asset Class: Best Practices to Achieving Uncorrelated Returns
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Carlisle Management’s CEO and Fund honored in ACQ5 10th Annual Awards – Full Article
This month in London ACQ5 announced the winners of their 10th annual ACQ5 Awards with Carlise Managment Company recieving not only one, but two awards. The Luxembourg Life Fund was awarded European
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Carlisle Management’s CEO and Fund honored in ACQ5 10th Annual Awards
This month in London ACQ5 announced the winners of their 10th annual ACQ5 Awards with Carlise Managment Company recieving not only one, but two awards.
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Finance Monthly honors Carlisle Management Company with award for Best Fund Manager – Luxembourg – 2015
This month Finance Monthly released their list and publication of the 2015 winners of their annual awards. Carlisle Maanagment Company was honored with the Best Fund Manager - Luxembourg, adding to a landmark year for CMC in regards to industry recognition.
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What Producers Should Know About Life Settlements and Fair Market Value
It’s a fact. The life settlement industry is in a growth mode. As a result, insurance professionals across the country are seeing a flurry of marketing campaigns offering to facilitate the purchase of their clients’ life insurance policies.
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Carlisle Managment Company featured in the April 2015 edition of Acquisition International’s monthly magazine
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Carlisle’s Long Term Growth Fund FCP SIF wins Insurance Fund of the Year in the Investor Choice Awards 2015
HedgePo, has announced the winners of its Investors Choice Awards 2015 for the EMEA region. The annual Investors Choice Awards honors fund managers that have achieved outstanding risk adjusted absolute returns. This year, Carlisle Management proudly received the 2014 Insurance Fund of the Year for its Luxembourg Life Fund: Long Term Growth Fund FCP SIF.
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Carlisle’s Long Term Growth Fund FCP SIF wins Insurance Fund of the Year in the Investor Choice Awards 2015
HedgePo, has announced the winners of its Investors Choice Awards 2015 for the EMEA region. The annual Investors Choice Awards honors fund managers that have achieved outstanding risk adjusted absolute returns. This year, Carlisle Management proudly received the 2014 Insurance Fund of the Year for its Luxembourg Life Fund: Long Term Growth Fund FCP SIF.
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Carlisle Management Company SCA named both Best Fund Manager – Luxembourg and Best European Long- Term Growth Fund, for the Luxembourg Life Fund FCP SIF
Carlisle Management Company SCA was recently named Best Fund Manager – Luxembourg while the Luxembourg Life Fund FCP SIF was awarded Best European Long- Term Growth Fund. See the article publisehd in Acquisition International.
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Carlisle Management Company and the Luxembourg Life Fund Honored with Prestigious Industry Awards
We are pleased to report that Carlisle Management Company has been awarded two distinctions by Acquisition International in their recently announced 2015 Hedge Fund Awards. Along with being voted “Best Fund Manager – Luxembourg”, Carlisle also received the award for “Best European Long Term Growth Fund” for its open ended life settlement fund, the Luxembourg Life Fund.
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Carlisle Management Company SCA Triumphs in Prestigious Industry Awards
United Kingdom – Carlisle Management SCA has been named Best Fund Manager - Luxembourg & Best European Long-Term Growth Fund (Luxembourg Life Fund FCP SIF), in the Acquisition International Hedge Fund Awards 2015.
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The Search for Uncorrelated Asset Classes
Recently our team assisted in an event for a private bank in Europe who has begun to utilize life settlements as an asset class for their investors’ portfolios. Below is a summary of the comments that were made regarding the presentation of life settlements to their investors.
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Luxembourg Life Fund featured in Barclay Managed Funds Report
Luxembourg, March 7, 2014 – Carlisle Management Company, the Luxembourg-based alternative fund manager, is pleased to announce that it has recently been featured in the quarterly publication, Barclay Managed Funds Report (BMFR). For the first quarter of 2014, Luxembourg Life Fund Class A USD has ranked # 7 in the category for Fixed Income - Past Three Years.
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Top Audit and Actuarial Firms
These rankings focus on independent accountants that audit an insurer’s annual financial statements and actuaries that provide an annual statutory actuarial opinion regarding an insurer’s policy and claim reserves.
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The Emerging Alternative Investment – Life Insurance Assets
The Emerging Alternative Investment – Life Insurance Assets outlines alternative investment options with the emergence life insurance secondary market of for investors seeking asset diversification to mitigate and diversify risks. Traditional asset classes no longer provide the diversification that investors require. Specifically...
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Where is the Smart Money in Life Settlement Investing?
What the Life Settlements industry has taught us about the Value of Data. As the industry’s top fund managers grapple with a changing regulatory landscape that...
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Carlisle Management welcomes the launch of the AAP Life Settlement Market Report
Luxembourg (Marketwire 16 August, 2011) The secondary market for traded US life insurance has largely been an opaque environment with minimal transparency. The ‘AAP Life Settlement Market Review’ has been developed to shed light on this interesting asset class, by providing the investment community an independent report of life settlement market data.
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Internal Revenue Service Reaffirms its position on Life Settlements
LUXEMBOURG--(Marketwire - October 4,2011) – In response to a recent letter asking for clarification on Tax Ruling IRS 2009-14 the Internal Revenue Service (IRS) has reaffirmed its position on the tax treatment of Life Settlements.
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Carlisle Appoints Victor Heggelman as New Chief Financial Officer
LUXEMBOURG--(Marketwire – 29 August, 2011) Carlisle Management Company, the Luxembourg-based alternative fund manager, today announced the appointment of Victor Heggelman as the company’s new Chief Financial Officer effective September, 2011...
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