Services
Fundageo Life aims at creating a bridge between the constraints and possibilities of the financial world and the growing needs of an ageing population.
As a consequence, our services can prove useful for different types of customers.
Public administration
Longevity Risk has an important – and growing – impact on public finance
Institutional and professional investors
People who are looking for an alternative kind of investment that will not only offer revenues but bears a social meaning
Pension funds
Funds that can adjust duration with such a powerful tool
How we do things/Process
Our service is bespoke and we take into account the constraints and objectives of our customers in order to provide tailor-made solutions and suggest the most suitable approach to any particular environment. This can also include training staff, elaborating a solid set of procedures or risk reports.
Feasibility study
Prior to any decision on investment, our Team can offer a comprehensive feasibility study, hence including key elements such as legal, actuarial, risk exposure including reputation risk, compliance, and many other aspects. Our experts can also offer their skills in shaping internal documents to prepare Investment, Risk or New Product Committees.
Our strength lays also into advising governments or parliaments in order to enhance or adopt a “viager” framework. In such case we do take into account any local or national idiosyncrasy to help find solutions to limit the impact of longevity risk on public spending. In that matter, we do collaborate with Think Tanks to feed them with insight.
Management
Fundageo Life also provides insight on how to maximise management efficiency. Be it on the operation or support side. On the operations side, our work extends to portfolio management, selection and evaluation of assets, monitoring positions and life annuities’ management. On the support side, we can help with reconciliation, generating reports, risk management, permanent supervision, compliance and ethics.
Such experience comes from the fact that Fundageo Life is managed by a team who already owns and manages a portfolio of numerous assets acquired in “viager’. Consequently, Fundageo Life acts not as a mere consulting company but as a peer.
As such, Fundageo Life can also act as the Investment Committee of any structure our valued customers are implementing.
Exit strategies
Fundageo Life does not limit its coverage to helping build or manage. To any investment scheme, it is key to take a very careful attention to the exit strategy.
In this matter too, our team can “build bridges”. We can indeed assist our valued customers finding buyers for their assets, hence helping realise the capital gain.
But our help is not only financial and we do cover many different aspects of the exit strategy, for instance modelling the said strategy, providing support in shaping reports or computing returns.