Integrity Diversified Private Equity Insurance Dedicated Fund

PRIVATE EQUITY
INDEXED THESIS

Insurance Dedicated Fund

The Integrity Diversified Private Equity Insurance Dedicated Fund utilizes a risk management strategy of diversification by combining multiple upper-quartile private equity managers, vintages, and regions in order to minimize the investment risk in private equity.

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Private Equity Investing

In recent years, private equity has gained considerable traction among wealthy investors, drawing attention for its potential to outperform traditional public markets.

This shift towards private equity is no longer a trend limited to institutional investors; private equity has become a more insightful choice for a broad range of seasoned investors seeking diversification and robust returns, amid less volatility and reduced risk.

WHY PRIVATE EQUITY

Historical Outperformance

Private equity firms invest in companies and work closely to improve their financial and operational performance. The value-add can significantly enhance returns, with private equities historically outpacing those of public equities, especially during economic expansions.

From 2002 through 2022, a $1MM investment in the Preqin’s Quarterly Private Equity Index would have grown to $12.37MM, vs. only $6.48MM for an investment of the same amount in the S&P 500.

6,102,412

Private companies
in the US, 2019

4,266

Publicly listed companies
in the US, 2019

About the Fund

Beta might also be referred to as the return you can earn by passively owning the market. You can’t earn alpha by investing in a benchmark index fund, such as an S&P 500 index fund, which is the definition of beta.

Discover our sophisticated investment strategy adopted by discerning investors seeking to optimize asset allocation and asset location.

PPlI

Private Placement Life Insurance (PPLI) provides custom structures tailored for ultra-high-net-worth individuals offering a wider array of investment options, including hedge funds, private equity, and other alternative investments typically unavailable in conventional policies. This broader selection is possible because policyholders must meet specific financial criteria, qualifying as both Accredited Investors and Qualified Purchasers.

PPVA

Private Placement Variable Annuity (PPVA) provides access to private investments on a tax deferred basis, the ability to reallocate assets amongst investment options without triggering taxable gains, and the opportunity for advanced charitable and legacy planning.

About the Fund

The Integrity Diversified Private Equity Insurance Dedicated Fund utilizes a risk management strategy of diversification by combining multiple upper-quartile private equity managers, vintages, and regions in order to minimize the investment risk in private equity.

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