Tax-Efficient Access to Alternative Investments: IDFs
Provide high-net-worth investors with tax-efficient access to an exclusive universe of private fund strategies.
Exclusively for Qualified Purchasers
IDFs are available to qualified purchasers only through select insurance companies that offer private placement life insurance to policyholders. Each carrier offers a limited menu of IDFs approved on its platform. Investors and fund managers may work with insurance carriers to add new IDFs.
Investors typically work with their wealth advisor and specialized insurance broker to create a customized PPLI policy and personalized investment allocation consisting of a complement of IDFs that meet their specific goals and objectives.
Tax-Deferred Growth for Private Alternatives
IDFs are designed for investors who would like to grow their assets on a tax-deferred basis by investing in a portfolio of private alternative strategies. Allocating to IDFs through an insurance carrier’s PPLI platform is one of the few means to accomplish such an objective today.
Most highly affluent investors considering PPLI are seeking to minimize taxable investment income while growing their wealth for future generations.
Access to an Exclusive Investment Fund Universe
IDFs are a way to tax-efficiently diversify affluent client portfolios across a range of alternative investments. IDFs give investors access to a universe of over 200 private alternative fund strategies that can help improve portfolio diversification and risk-adjusted returns
IDF funds encompass a wide range of investment strategies and asset classes including opportunistic credit, long-short equity, quantitative trading, direct lending, private equity, real estate, cryptocurrencies, hedge funds-of-funds, and others.
.
ADVISORS’ GUIDE
Access a World of Alternatives on a Tax-Efficient Basis
Provide your highly affluent clients access to a world of tax-efficient alternative investments
.png)
What is the Liquidity Risk in the $1 Trillion CLO Market?
When markets become unsettled, liquidity becomes a concern for some investors.
How Active Portfolio Management Can Enhance Returns and Reduce Risk in CLOs
Active portfolio management is fundamental to CLO investing. Underlying each CLO is a customized pool of loans that may be traded during a defined rei...
Risk: Should Cov-Lite Loans Be a Concern for CLO Investors?
The current trend of rising rates, concerns over the health of the economy, and the potential for a credit downturn have been a source of unease in th...