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Portfolio Valuations
Our approach to portfolio valuations is efficient, accurate, and cost-effective. Ask us about valuation management, premium optimization, distressed portfolio mitigation, securitization modeling, and techniques for "modeling a deal". If you are a purchaser of existing portfolios in a competive environment, ask us about our phased approach to valuations.
We use our proprietary software, Global Pricing System™, for portfolio
valuations. Our system fully integrates the functions of single case life settlement
pricing, portfolio pricing, portfolio valuation, and stochastic simulations to a single
integrated platform.
We adapt the file building
techniques to utilize the data format that the client has in an efficient
manner. In many situations, this enables us to perform the initial data set up using automated techniques.
We have the capability to perform FASB-compliant portfolio valuations as frequently as
you need them, even daily. Our portfolio valuations can "roll forward" all required values,
such as LE's, or we can use any new data that you provide.
Our software allows us to handle future premium estimates in different ways. Most
simplistically, we can use a schedule provided by you for each policy. Alternatively,
for U.L. policies, we can dynamically recalculate minimum premiums at each valuation date,
by reflecting actual premium payment histories.
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