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An Introduction to Insurance Products for Asset Managers

KL Gates Hosted Event
Date: 22 April 2021
Location: via Webinar

This is the second installment in a continuing series of webinars on the opportunities presented for asset managers and institutional investors from the intersection of asset management and insurance. In this session, we will take a detailed look at both registered and private insurance products. 
First, we will cover publicly offered variable annuities and other products registered under the Investment Company Act. Areas of attention include:

  • The relationship between the insurance products offered and the investment elections for registered funds included in those products;
  • The registration process for the registered funds (which will be of particular interest to private fund sponsors not currently managing registered funds)
  • Insurance company "platforms" for registered funds to be included in insurance products

Then, we turn to private IDFs, and cover:

  • The design of private IDFs for inclusion in institutional and high net worth portfolios;
  • The application of the tax rules regarding diversification to portfolio construction, including the ramp-up and wind-down periods
  • The interplay between the "investor control doctrine" and typical tax indemnities
  • IDF platforms versus stand-alone IDFs
  • Compliance implications for private IDF sponsors
Find more items tagged as: Asset Management and Investment Funds, Corporate, Tax
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