Wealth Enabler | Building Scalable and Reliable Private Markets in Unit-Linked Insurance Solutions

Feb 4, 202604:30 pm - 5:30 PM
Stage 2

16.30 - 17.00 What makes Private Markets Funds Successful in Unit-Linked Insurance Solutions? - How should liquidity, capacity and flow-control be designed so that a unit-linked evergreen fund remains reliable as volumes grow? - What valuation, pricing and subscription rules are needed to ensure fair treatment of unit-linked investors across market cycles?” - What structural features make institutional strategies genuinely compatible with unit-linked product? - How do we make sure that retail investors understand what they hold? 17.00 - 17.30 From Product Provider to Strategic Partner : The New Insurer – GP Relationship on Unit-Linked (UL) Distribution - What actions to take as a GP to be seen by an insurer as a long-term strategic partner rather than just another distribution channel? - How can UL teams and GPs ensure that the product story sold to policyholders matches how the fund really behaves? - When markets or liquidity come under pressure, what concrete behaviours should UL teams expect from GP to protect policyholders and the platform? - How will the UL teams - GP distribution relationship need to evolve as volumes and retail exposure grow?

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