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The ILS allocation increased in dollar terms and held steady in euros. -
Many in the ILS sector are bullish on Milton losses falling at the lower end of earnings impacts.
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Losses from the hurricane may not significantly impact on many funds’ annual returns.
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Risk remote strategies, including private ILS, have outperformed higher risk strategies over the last decade.
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The Dutch scheme is the largest ILS allocator with a long list of mandates within the sector.
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The ILS industry alumnus is understood to have two ILS investors lined up.
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Hurricane Milton will show the ILS product behaving as investors expect it to.
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This is a far narrower drop than post Ian, when the index was lost 10%.
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A $40bn Milton loss should barely dent many ILS returns but will trap some capital.
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The raise includes minority investments from Nationwide, Enstar and others.
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The biggest limitation to growth is supply, given ILS capital “reticence” after the 2016-22 years.
