Portfolio Management

How Will CHEIFS Transform Home Equity into Financial Freedom?
Risk Management How Will CHEIFS Transform Home Equity into Financial Freedom?

The contemporary financial landscape is witnessing a remarkable evolution with the introduction of innovative strategies that challenge conventional systems. One such groundbreaking innovation is the Cornerstone Home Equity into Financial Success (CHEIFS) product, ushering in a paradigm shift in

Can Private Capital Bridge Insurance's Climate Gap?
Risk Management Can Private Capital Bridge Insurance's Climate Gap?

With climate change intensifying natural disasters and exposing significant protection gaps, the insurance industry faces unprecedented challenges. These gaps, where actual losses surpass insured values, highlight the urgent need for innovative solutions. Industry leaders, like Aon CEO Greg Case,

How Can Real Estate and Insurance Tackle Climate Risks?
Insurance How Can Real Estate and Insurance Tackle Climate Risks?

In a world increasingly shaped by the impacts of climate change, the real estate and insurance industries face formidable challenges that threaten not only their future growth but also their current operations. The rising frequency and severity of natural disasters have created a pressing need for

Can BNP Paribas Outpace Rivals With AXA IM Acquisition?
Risk Management Can BNP Paribas Outpace Rivals With AXA IM Acquisition?

The landscape of the financial sector witnessed a transformative change when BNP Paribas successfully acquired AXA Investment Managers (AXA IM) for an impressive €5.4 billion. This strategic acquisition, finalized on July 1, 2025, signifies a major shift in the European asset management field,

Will Private Assets Shield Against Inflation's Impact?
Risk Management Will Private Assets Shield Against Inflation's Impact?

In a world increasingly challenged by stubborn inflation and fluctuating economic conditions, insurance investment managers are leaning toward private assets as a potential safeguard. This trend is underscored by findings from a recent study by Ortec Finance, which explored the strategies of

Navigating Life Insurance Trusts Amid Tax Law Changes
Risk Management Navigating Life Insurance Trusts Amid Tax Law Changes

Life insurance policies held within irrevocable life insurance trusts (ILITs) are facing new challenges and opportunities due to shifts in the tax landscape. As current tax laws continue to evolve, the landscape for estate tax planning becomes more complex, making it imperative for policyholders

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