Our latest insights

 Research & Insights

Access perspectives on the life settlement and private credit markets, investment opportunities, and how our uncorrelated strategies can help investors achieve their objectives.

Infographic: Life Settlement Investing Explained

Curious what investing in life settlements is all about? This helpful explainer shows how this once obscure and hard-to-access asset class is a compelling way to achieve uncorrelated returns.

How Life Settlement Investments Enhance Financial Security and Quality of Life

Read real-world examples of how life settlement investments can benefit both policyholders and investors.

Whether Volatility is High or Low, Life Settlement Strategies Perform


Life settlement strategies offer the potential for both attractive returns and low volatility, thanks to distinctive characteristics and historically low correlation to equities during big market swings.

Market Turbulence Puts AIR Strategy in the Spotlight

Diversify with historical equity-like returns and low volatility through our unique multi-strategy approach.

Allocating to Life Settlements & Private Debt


Understanding where life settlements fit into an overall portfolio allocation can help advisors and their clients better understand the unique and compelling characteristics of these assets.

Life Settlements: A Socially Responsible Investment

Empower seniors while accessing uncorrelated, strong returns: delve into the societal impact of life settlement investments.

Life Settlement Market Maturation


Here we explain how the life settlement market has matured and is poised to handle broader market volatility.

Navigating the Markets with Diversified Investments: Why Life Settlements Make Sense

Navigating today's volatile financial landscape requires a strategic approach to portfolio diversification. Discover why life settlements are an increasingly attractive alternative investment option, seeking stability amidst market unpredictability and presenting unique benefits for long-term investors.

 

Videos

Our collection features industry insights, market perspectives, investment opportunities, and more.

INVESTING

Making an Impact: Life Settlement Investing

INVESTING

Life Settlements as an Impact Investment

LEGAL FINANCE

Legal Finance Strategy for Compelling Risk-Adjusted Returns

CULTURE

10 Years of AIR Asset Management

INVESTING

Diversifying Portfolios with Life Settlements Amid Higher Interest Rates

INVESTING

Investing Basics: Annuities & Structured Settlements


EXPERT SERIES

How Life Settlements Are Valued

INVESTING

Investor Trends: Investing in Life Settlements to Enhance Portfolio Construction


INVESTING

The Advantages of a Multi-Strategy Approach in the Longevity-Based Arena

EXPERT SERIES

Exploring Fiduciary Duty in Life Settlements

EXPERT SERIES

The Role of Life Settlement Providers


EXPERT SERIES

Trends in the Life Settlement Direct to Consumer & Advisor Markets

EVENTS

2023 AIR Asset Management Private Life Settlement Symposium

INVESTING

Our Multi-Strategy Approach: A Compelling Option for Registered Investment Advisors


INVESTING

A Meaningful Investment: Life Settlements

EXPERT SERIES

Generating Liquidity in an Open-Ended Life Settlement Fund

EXPERT SERIES

Maturation of the Life Settlement Asset Class


CULTURE

Life at AIR Asset Management

EXPERT SERIES

The Importance of Life Expectancy in Life Settlements

EXPERT SERIES

Life Settlement Market Forecast

EXPERT SERIES

The Case for Life Settlements

ABOUT US

AIR Asset Management Corporate Overview

INVESTING

AIR Asset Management’s Investment Philosophy

 

 

In the News

Explore a collection of press and media featuring our work and people.

 

Financial Services Review Recognizes AIR Asset Management as a Top 10 SRI Advisor in 2024

AIR Asset Management, distinguished as a Top 10 SRI Advisor in 2024 by Financial Services Review, focuses on life settlement investing for its dual benefits: enhancing investor portfolio diversification and converting life insurance into crucial financial resources for seniors. Learn more in the full feature.

AIR Asset Management Celebrates Two-Year Anniversary of Law Firm Lending Strategy

AIR Asset Management Celebrates Two-Year Anniversary of Law Firm Lending Strategy

AIR Asset Management announces the two-year anniversary of its innovative law firm lending strategy. This marks a significant milestone for the strategy, as it has achieved an annualized net return of nearly 16% since its inception in January 2022.


AIR Hosts Successful Second Life Settlement Symposium

AIR Hosts Successful Second Life Settlement Symposium

AIR Asset Management, a leading provider of life settlement and longevity-related investment solutions, successfully concluded its second annual Private Life Settlement Symposium in Chicago this month, offering industry professionals and investors a platform for insightful discussions, networking opportunities, and a sharing of key knowledge about the longevity space.

AIR Partners with Kerberos to Add Legal Finance Allocation

AIR Asset Management today announced its strategic partnership with Kerberos Capital Management, a leading private credit asset management firm that specializes in direct lending to law firms. The partnership enables AIRAM to enhance and further diversify its multi-strategy investment product through adding a legal finance asset allocation focused on law firm lending. 

AIR Recognized as Top Treasury Management Services Company

AIR Recognized as Top Treasury Management Services Company

Financial Services Review recognized AIR Asset Management as a Top 10 Treasury Management Services Company in 2022. Read the feature to learn how AIRAM stands out versus competitors for deploying investment strategies curated by a cross-section of fund managers, specialists, and thought leaders.

AIR Asset Management Commits to Increasing Education of the Life Settlement Asset Class

Commitment to Life Settlement Education

AIR Asset Management is advancing its educational efforts about the life settlement industry to support increased transparency for both prospects and investors. Recognizing that the space has grown considerably in terms of invested assets and its level of sophistication, improving the understanding of this once hard-to-access asset class is at the forefront of the firm’s plans.


AIR Appoints Senior Advisor

AIR Appoints Senior Advisor

Chicago-based investment firm AIR Asset Management today announced the appointment of Bobby Whalen, former Group Vice President of American Express (now Ameriprise Financial Services) and Co-founder & Managing Partner of Atlys Global Finance ("Atlys Group"), as a Senior Advisor.

Commitment to Life Settlement Education

AIR Surpasses $500M AUM

AIR Asset Management, a hedge fund management firm focused on longevity-linked investments such as life settlements and annuities, received $136 million in net inflows into its multi-strategy investment products in 2021. The Firm's total assets under management surpassed $500 million as of January 31, 2022, representing a 45% increase year on year.


AIR Fund Concludes $290M Fundraise

AIR Fund Concludes $290M Fundraise

Carlisle Management Company has successfully completed a $290 million fundraise for its new closed-end fund, Luxembourg Life Fund: Absolute Return Fund II (“ARF II”), surpassing its $250 million target. The AIR Asset Management team is proud to have contributed to this result in challenging times through our AIR U.S. Life Fund IV product, a feeder into ARF II.