Market Intelligence

There is no life-settlement S&P 500 — so compare apples to apples: your cohorts against real market evidence.

no single “the market”

Your portfolio

Fund II characteristics

Purchase yield17.4%

Current modeled yield15.8%

Average LE57 months

Average face value$2.1M

Avg purchase % of face23.7%

Premium / face ratio3.2%

Largest carrier concentration14.8%

Market reference

Evidence, not a marketing index

Recent tertiary transactions (cohort)21–26% of face

Comparable-cohort modeled yields13.9–16.5%

Fund historical transactions22.8% avg of face

Third-party valuation indicationswithin ±4% of marks

Industry index (one of several)directional only — no single 'the market'

Purchase yield of 17.4% vs comparable-cohort modeled yields of 13.9–16.5%, bought at 23.7% of face against tertiary prints of 21–26% — the portfolio is priced well inside the evidence.