emergind-alternative-investment-thumb



increasing-awareness-thumb

Part I of Three Part Series: Alternative Risk Transfer – The Convergence of the Insurance and Capital Markets

July 20, 2010

Insurance Studies Institute is pleased to release Part I of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part I, entitled “A Broad Overview,”  delves into the evolution of Insurance-Linked Securities (ILS).  Once considered to be an alternative form of risk transfer, ILS have now become a mainstream [...]


Insurance Studies Institute is pleased to release Part I of the three part series, “Alternative Risk Transfer: The Convergence of the Insurance and Capital Markets.”  Part I, entitled “A Broad Overview,”  delves into the evolution of Insurance-Linked Securities (ILS).  Once considered to be an alternative form of risk transfer, ILS have now become a mainstream method for transferring risk from insurers to the capital markets.

Parts II and III of this series, to be released in July/August of 2010, provide a micro-analysis of the non-life and life insurance-linked security sectors.

Part I of three part series: Alternative Risk Transfer, The Convergence of the Insurance and Capital Markets

Tags: , , , , ,


Leave a Reply

Leave a comment Share

Read more Collapse

Insurance Linked Securities Summit: ISI to Host Workshop

June 14, 2010

Winning the War of Words: How the Life Settlements Industry Can Solve its Messaging Problem July 14th, 2010 • 4.00pm – 6.30pm • The Fairmont Southampton, Bermuda • 8th Insurance Linked Securities Summit The life settlements industry is getting much more serious about taking back the publicity battle that has been raging since the publication [...]


Winning the War of Words: How the Life Settlements Industry Can Solve its Messaging Problem

July 14th, 2010 • 4.00pm – 6.30pm • The Fairmont Southampton, Bermuda • 8th Insurance Linked Securities Summit

The life settlements industry is getting much more serious about taking back the publicity battle that has been raging since the publication of that now infamous New York Times article some six months ago. A recent trade mission to Europe exemplified this new direction, showing the importance now placed on open, clear communication with investors and the insistence on high industry standards. But it is clear that much still needs to be done to improve industry messaging and reclaim the initiative from those who seek to disparage and discredit the industry. The Insurance Studies Institute has been active in furthering these initiatives, and in this key workshop Christopher Kampa – Director of Research – will explore some of most important areas for industry participants in the upcoming publicity struggle.

What you will learn:

  • Examining the way life settlements have been portrayed in the media over the past 12 months
  • Identifying the critical components of a more successful messaging strategy: honesty, transparency, statistically significant data
  • How to position the industry’s good stories in a way to rebalance the perception of the asset class in the media

How you will benefit:

  • Get the facts needed to engage more effectively with media outlets and reporters
  • Determine the most effective strategies needed to deal with sleaze, fraud, and a few “bad apples”
  • Winning the PR battle: How the life settlements industry can reclaim the initiative in the media

IQPC-Bermuda 2010, Workshop C Outline

Tags: , , , , ,


Leave a Reply

Leave a comment Share

Read more Collapse

Insurance Studies Institute Gains Support and Momentum at LISA

May 3, 2010

Keystone, Colorado (May 3, 2010) – The Insurance Studies Institute (ISI) reports that its inaugural “ISI Fundraising Marquee Breakfast” was a rousing success. The event took place at the Mandarin Oriental Hotel on April 29th, preceding the start of LISA’s 16th Annual Spring Life Settlement Conference. Professor Kent Smetters of Wharton, ISI’s keynote speaker for [...]


Keystone, Colorado (May 3, 2010) – The Insurance Studies Institute (ISI) reports that its inaugural “ISI Fundraising Marquee Breakfast” was a rousing success. The event took place at the Mandarin Oriental Hotel on April 29th, preceding the start of LISA’s 16th Annual Spring Life Settlement Conference.

Professor Kent Smetters of Wharton, ISI’s keynote speaker for the breakfast, spoke powerfully on the potential ramifications of Dodd’s Financial Reform Bill to the insurance markets. His talk was very well received, and Dr. Smetters was asked to repeat his presentation to the entire LISA assembly.

Read the entire Press Release: Support and Momentum at LISA

Tags: , , , , , ,


Leave a Reply

Leave a comment Share

Read more Collapse

ISI Fundraising Marquee Breakfast

April 29, 2010

April 29th, 2010 • Washington D.C. • 16th Annual Spring Life Settlement Conference You are invited to attend the Insurance Studies Institute Breakfast at this spring’s LISA Spring Conference. Join LISA, LSI, Peachtree, LIS, ILMA and GWG Life in supporting Insurance Studies Institute in its effort to expand seniors’ and stakeholders’ knowledge of the Life [...]


April 29th, 2010 • Washington D.C. • 16th Annual Spring Life Settlement Conference

You are invited to attend the Insurance Studies Institute Breakfast at this spring’s LISA Spring Conference. Join LISA, LSI, Peachtree, LIS, ILMA and GWG Life in supporting Insurance Studies Institute in its effort to expand seniors’ and stakeholders’ knowledge of the Life Insurance Secondary Market. The breakfast’s topic, presented by Dr. Kent Smetters, Wharton School at the University of Pennsylvania, will be “What Does Dodd’s Financial Reform Bill Mean to the Insurance Markets?”. Your attendance makes a vital, charitable contribution to ISI and supports the growth of the Life Insurance Secondary Market.

Tags: , , , , ,


Leave a Reply

Leave a comment Share

Read more Collapse

LISA Conference Panel Presentation, “Increasing Awareness of Life Settlements”

April 29th, 2010 • 11:00 AM – 12:00 PM • Washington D.C. • 16th Annual Spring Life Settlement Conference The life insurance secondary market is losing major market opportunity by failure to effectively communicate the option of the life settlements to seniors. Most seniors are not aware of the life settlement option while those who [...]


April 29th, 2010 • 11:00 AM – 12:00 PM • Washington D.C. • 16th Annual Spring Life Settlement Conference

The life insurance secondary market is losing major market opportunity by failure to effectively communicate the option of the life settlements to seniors. Most seniors are not aware of the life settlement option while those who are have a less than favorable opinion. Seniors need to hear a different message as identified in an ISI project at the Carlson School at the University of Minnesota. Enhanced consumer messaging will increase product supply and influence public policymakers. This presentation will indentify key drivers that every stakeholder in the life insurance secondary market needs to implement now.

Tags: , , , , , , ,


Leave a Reply

Leave a comment Share

Read more Collapse

Life Settlement Senior Survey Data

April 27, 2010

Keystone, Colorado (April 27, 2010) – The Insurance Studies Institute (ISI) releases results of its third senior survey undertaken to learn the role life insurance plays in senior lives, specifically regarding the option to sell life insurance policies. Of 218 seniors surveyed nation-wide, 73% indicate that life insurance was originally purchased to provide for beneficiaries, [...]


Keystone, Colorado (April 27, 2010) – The Insurance Studies Institute (ISI) releases results of its third senior survey undertaken to learn the role life insurance plays in senior lives, specifically regarding the option to sell life insurance policies.

Of 218 seniors surveyed nation-wide, 73% indicate that life insurance was originally purchased to provide for beneficiaries, but that needs have changed over time, and the other 27% purchased policies for other reasons. Fifty-one (51%) percent were not familiar with the option to sell unwanted or unneeded policies, known as a life settlement.

Read the entire Press Release: Life Settlement Senior Survey Data

Tags: , , , ,


Leave a Reply

Leave a comment Share

Read more Collapse

2010 Life Insurance Secondary Market – Moving Forward

April 6, 2010

“Caution” has been the carryover by-word from 2009 for good reason. Some would like to think the Life Insurance Secondary Market (“LISM”) has faltered. However, the LISM is indeed “moving forward!” This should be welcome news to seniors, investors and many LISM players, but unfortunately not for all. The capital markets turmoil has taken its [...]


“Caution” has been the carryover by-word from 2009 for good reason. Some would like to think the Life Insurance Secondary Market (“LISM”) has faltered. However, the LISM is indeed “moving forward!” This should be welcome news to seniors, investors and many LISM players, but unfortunately not for all. The capital markets turmoil has taken its toll and changes are happening. This paper attempts to summarize many of the dynamics occurring in the LISM as 2010 unfolds and to give perspective to some of the changes and challenges that need to be managed. In addition, ISI has visited with a strong sampling of executives from leading LISM firms to solicit their views on issues that are paramount in their minds.

Life Insurance Settlement Series Volume V: 2010 Life Insurance Secondary Market – Moving Forward

Tags: , ,


Leave a Reply

Leave a comment Share

Read more Collapse

Insurance Studies Institute Welcomes More Advisory Board Members

March 2, 2010

Keystone, Colorado (March 2, 2010) – The Insurance Studies Institute (ISI) is pleased to announce the addition of three distinguished professionals to its Advisory Board: Professor Kent Smetters, Mr. David Hopkins, and Dr. Sharon Emek. ISI President and CEO, Paul Siegert, announced the additions on March 2, 2010: “Demand for ISI’s work is escalating at [...]


Keystone, Colorado (March 2, 2010) – The Insurance Studies Institute (ISI) is pleased to announce the addition of three distinguished professionals to its Advisory Board: Professor Kent Smetters, Mr. David Hopkins, and Dr. Sharon Emek.

ISI President and CEO, Paul Siegert, announced the additions on March 2, 2010: “Demand for ISI’s work is escalating at a time when the financial sectors are in need of guidance, and consumers and investors are in need of greater protections. We are thrilled, therefore, to recruit these outstanding individuals who are willing to share their time and expertise with ISI, and who will certainly add great depth to ISI’s endeavors.”

Read the Press Release: ISI Welcomes More Advisory Board Members

Tags: , , , ,


Leave a Reply

Leave a comment Share

Read more Collapse

Current and Future Projects Build On Goals to Research, Publish, Educate and Stimulate Action.

Many issues ripe for research stem from the economic upheaval of 2008/2009/2010. Areas of concern include our changing socio-economic dynamics, increased government controls and oversight, tighter capital investment criteria, retirement funding issues facing seniors, a possible national health program (while structural aspects of a national health care plan are outside the scope of ISI targeted [...]


Many issues ripe for research stem from the economic upheaval of 2008/2009/2010. Areas of concern include our changing socio-economic dynamics, increased government controls and oversight, tighter capital investment criteria, retirement funding issues facing seniors, a possible national health program (while structural aspects of a national health care plan are outside the scope of ISI targeted work, indirect impacts of such a plan may affect other risk management issues that ISI can research), and now a possible Federal insurance charter or oversight office. Other topics raising alarm for industry stakeholders, public policymakers and consumers include solvency of annuities and pensions, adequacy of reserves, accounting practices and product delivery practices.

Utilizing a limited budget, ISI has hand-picked several intriguing projects that will carry over into 2010/2011. These studies demonstrate ISI’s ongoing commitment to research excellence and measurable results:


Leave a Reply

Leave a comment Share

Read more Collapse

Structuring of Financial Instruments Comprised of Insurance-Related Products

March 1, 2010

The sophistication of structured products has increased dramatically over the last decade. The complexities of such structures became so great that many investors were not aware of the true risk they were taking on. ISI is attempting to demystify some of these structures and provide a framework of how they can be applied to insurance-related [...]


The sophistication of structured products has increased dramatically over the last decade. The complexities of such structures became so great that many investors were not aware of the true risk they were taking on. ISI is attempting to demystify some of these structures and provide a framework of how they can be applied to insurance-related products.

Structuring of Financial Instruments Comprised of Insurance-Related Products

Tags: , , , ,


Leave a Reply

Leave a comment Share

Read more Collapse