By leveraging SALI to build and administer an Insurance Dedicated Fund (IDF), an asset manager is able to do what they do best – manage money and deepen their client relationships. With 11+ years of experience, SALI enables asset managers to create IDFs with minimal expense and assures insurance companies that the ongoing administration will be managed in compliance with tax and regulatory requirements. SALI can build and launch an IDF for essentially no upfront cost.

Advantages of working with SALI:
  • Faster to market (8 weeks or less)
  • No formation of any new legal entities or offering documents required
  • Full implementation management
  • Cost effective (both upfront and ongoing)
  • Complete outsourcing of ongoing administration
  • Distribution domain expertise
  • Relationships with every major insurance carrier in the market