Our Investment Strategies
We invest in unique opportunities that seek to provide attractive total returns while preserving capital for our investors. Our strategies aim to deliver risk-adjusted returns with lower volatility than the returns of traditional asset classes.
AIR Asset Management currently has several products. Please get in touch with us for more information at info@airassetmanagement.com.
Life Settlement Investing Fundamentals
There may come a point in time when a life-insured individual no longer wants or needs their life insurance policy. Sometimes, they simply can’t afford it. Often, the insured individual will surrender their policy or allow it to lapse without realizing any benefit. In contrast, a life settlement allows a life-insured individual to transfer ownership and beneficiary rights of their policy in exchange for cash.
Life Settlement Investing Explained
To learn more about why life settlements — the once obscure and hard-to-access asset class — are now a popular way for RIAs and Institutional investors to gain greater risk-adjusted returns and portfolio diversification. The infographic explores the asset class’s history, defining traits, and the compelling investment case.
Investors in a life settlement may profit from the difference between the face value of the policy less the acquisition price and accumulated premiums.
As measured by the standard deviation of returns, the volatility of life settlements tends to be low in relation to other asset classes.
Historically, returns from life settlements have displayed a relatively low correlation to returns from more traditional asset classes, such as equities and fixed income investments.
We have observed an increase in institutional investment in life settlements, resulting in improved liquidity and standardization in valuation.
Our Strategic Approach to Private Credit
We employ an opportunistic investment strategy to achieve long-term capital appreciation through debt instruments. We strategically diversify our portfolio across three lending areas: legal financing, longevity-linked lending, and corporate finance.
Legal Finance Strategy for Compelling Risk-Adjusted Returns
Our legal finance strategy involves providing full recourse loans to well-established law firms, using their diversified portfolio of cases as collateral. Success here is based on the creditworthiness of the law firm, not the binary outcome of one particular case, differentiating from traditional litigation finance. Loans are predicated on a law firm’s portfolio of late-stage mass tort, class action, and personal injury cases. This provides high diversification, cross-collateralization, low default rates, and a steady return profile.
LEARN MORE
VIDEO INTERVIEW
Watch our exclusive interview with Kerberos Capital Management–our strategic sub-advisor–to learn how investing in legal finance may diversify your portfolio and buffer your returns from market volatility.
PRESS RELEASE
Learn more about our strategic partnership with Kerberos Capital Management, a leading private credit asset management firm specializing in direct lending to law firms. The partnership enables us to enhance and further diversify our multi-strategy investment product by adding a legal finance asset allocation focused on law firm lending.
READ: AIR ASSET MANAGEMENT CELEBRATES TWO-YEAR ANNIVERSARY OF LAW FIRM LENDING STRATEGY
Get in touch to learn more.
info@airassetmanagement.com
(312) 625-8385
333 S Wabash Ave, Suite 2714
Chicago, IL 60604
NOTICE: AIR Asset Management’s strategies are only available to investors who qualify as a “Qualified Purchaser” as defined by the Investment Advisers Act of 1940. The minimum investment is $250,000.