20 April 2024

Tailored solutions within the life settlements space

| The European |

Carlisle Management Company SCA is a full-service, regulated investment management firm that specialises in alternative asset classes and has particular depth in life settlements. The firm is based in Luxembourg, where it established its headquarters and fund domicile to take advantage of the country’s stringent and well-regulated financial systems in the alternative asset space. Carlisle emphasises a comprehensive full-service management approach and, as a result, it performs a wide range of tasks over the entire life cycle of its investment vehicles.

Led by CEO, Jose Garcia, the Carlisle team is comprised of accomplished senior executives, who collectively bring more than six decades of investment experience across multiple industry sectors to the management of the firm’s investment products and strategy. The firm has experienced exponential growth since its inception and has garnered a reputation as a pioneer and market leader for investment solutions in the life settlements space.

Carlisle’s strategy involves delivering a razor-sharp focus on the asset classes in which it invests and the application of this focus on life settlements has been a significant factor in its success. After years of assisting institutional clients in the development, structuring and management of captive investment vehicles, Carlisle’s principals realised that the lack of viable investment products in the space afforded them an excellent opportunity to fill the void for this minimally correlated asset class. From this realisation their flagship investment vehicle was born, the Luxembourg Life Fund FCP SIF: Long Term Growth Fund. In the years since the fund’s introduction, the life settlement industry has grown at a phenomenal rate and Carlisle has been well-positioned to help its investors take full advantage of these gains through its unwavering attention and expertise across all areas of the industry.

Carlisle puts significant emphasis on designing investment products that meet the demanding needs of its diverse and discerning investor base, consisting of institutional investors, financial intermediaries, and high-net-worth individuals. As an example, in order to provide the increased transparency that many of its investors require, the firm offers open-ended funds using mark-to-market valuation systems involving trusted independent service providers at key steps of the process, thus creating that necessary transparency. Carlisle also works to ensure its products are tax-optimised, have strong yet efficient organisational structures, and include all necessary regulatory oversight.

It is through the firm’s strategic initiatives, exclusive focus on life settlements and its dedication to designing investor-friendly, innovative and robust investment vehicles that Carlisle has positioned itself to remain a market leader in the life settlements investment market for many years to come.

Jose Garcia

Further information

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