Abacus Global Management

Watch Abacus Life (ABL) ring the Nasdaq Opening Bell in Times Square, NYC!

How Securities Lending Can Offset Management Fees and Boost Fund Returns Did you know that ETF issuers can participate in securities lending, potentially generating income that not only covers management fees but also contributes to the fund's overall return? Securities lending involves temporarily lending securities from an ETF’s portfolio to institutional investors, like hedge funds or market makers, in exchange for a fee. This fee is then passed back to the fund, providing an additional source of revenue. Why is this significant? Offsetting Management Fees: For many ETFs, the income from securities lending can completely offset the management fee, effectively lowering the cost for investors. Boosting Returns: In some cases, the additional revenue from securities lending may even result in more income for the fund, enhancing returns for investors without altering the investment strategy. While this process has its risks, ETF issuers and investors alike can benefit from a well-structured securities lending program. With the right safeguards in place, it can be a win-win for everyone involved! Are you an ETF issuer? Have you considered integrating securities lending into your fund’s strategy to enhance value for your investors? #ETF #SecuritiesLending #AssetManagement #Investing #FundManagement #FinancialInnovation #ETFManagement #InvestorReturns Abacus Global Management

Abacus Life is Now Abacus Global Management I'm thrilled to share that today marks a transformative chapter in our company's journey as we officially rebrand from Abacus Life to Abacus Global Management. As our CEO Jay Jackson noted, "Our evolution to Abacus Global Management represents a pivotal advancement in our company's journey, to revolutionize financial services though expert asset management leveraging advanced technology and to deliver personalized lifespan based financial solutions." The past 12 months have been transformative for our organization: ?We successfully raised substantial equity capital to fuel our growth initiatives ?Secured significant debt financing to optimize our capital structure ?Achieved capital self-sufficiency on our balance sheet, ensuring long-term stability ?Completed two strategic acquisitions that have expanded our capabilities and market reach ?Dramatically grown both the scope and scale of our operations across multiple business lines Our expanded business model now operates through four distinct yet complementary divisions: Abacus Life Solutions: Since 2004, we've purchased over $10 billion in face value of life insurance policies, helping thousands of clients maximize the value of their life insurance assets Abacus Asset Group: Serving institutional investors and select private clients with specialized uncorrelated and longevity-based assets and investment strategies ABL Wealth: Redefining wealth management through our proprietary data and algorithms that create truly customized financial plans based on health, longevity, and overall financial wellbeing ABL Tech: Leveraging our decades of experience and proprietary data to revolutionize the life planning industry through innovative technology solutions This rebrand reflects our commitment to continued innovation and excellence across all our business divisions. I invite you to visit our new website at abacusgm.com to learn more about our expanded capabilities and how we're positioned to deliver even greater value to our clients and partners. Exciting times ahead as we continue to innovate and grow! #AbacusGlobalManagement #FinancialServices #AssetManagement #WealthManagement #Rebrand #Innovation (Abacus Global Management - NASDAQ: ABL)

In celebration of the Abacus Global Management company rebrand, Nasdaq displayed the announcement on their tower in Times Square, NYC

Abacus Life Announces Rebrand to Abacus Global Management, Unveils Expanded Business Lines "'Our evolution to Abacus Global Management represents a significant milestone in our company’s journey, to revolutionize financial services though expert asset management leveraging advanced technology and to deliver personalized lifespan based financial solutions,' said Jay Jackson, Chief Executive Officer of Abacus Global Management. The company’s expanded business model now operates through four distinct yet complementary divisions: Abacus Life Solutions, Abacus Asset Group, ABL Wealth, and ABL Tech. The rebrand to Abacus Global Management will not affect existing client relationships or agreements. All current services will continue uninterrupted, with enhanced offerings becoming available in the future. About Abacus Global Management: Abacus Global Management (NASDAQ: ABL) is a leading financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. With a focus on longevity-based assets and personalized financial planning, Abacus leverages proprietary data analytics and decades of industry expertise to deliver innovative solutions that optimize financial outcomes for individuals and institutions worldwide." Read the full press release here: https://lnkd.in/ekQfmFT8

"Abacus Life rebrands as Abacus Global Management" - Proactive "Abacus Life Inc (NASDAQ:ABL)?announced on Tuesday that it has rebranded as Abacus Global Management, a move aimed at reflecting its broadened global presence and diversified financial services portfolio. The alternative asset manager said the rebrand underscores its strategic focus on technology-driven financial solutions, spanning life insurance assets, wealth management, and institutional investment services." Continue reading: https://lnkd.in/eUPn_Rp2

Abacus Life Announces Rebrand to Abacus Global Management, Unveils Expanded Business Lines "'Our evolution to Abacus Global Management represents a significant milestone in our company’s journey, to revolutionize financial services though expert asset management leveraging advanced technology and to deliver personalized lifespan based financial solutions,' said Jay Jackson, Chief Executive Officer of Abacus Global Management. The company’s expanded business model now operates through four distinct yet complementary divisions: Abacus Life Solutions, Abacus Asset Group, ABL Wealth, and ABL Tech. The rebrand to Abacus Global Management will not affect existing client relationships or agreements. All current services will continue uninterrupted, with enhanced offerings becoming available in the future. About Abacus Global Management: Abacus Global Management (NASDAQ: ABL) is a leading financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. With a focus on longevity-based assets and personalized financial planning, Abacus leverages proprietary data analytics and decades of industry expertise to deliver innovative solutions that optimize financial outcomes for individuals and institutions worldwide." Read the full press release here: https://lnkd.in/ekQfmFT8

Abacus FCF Advisors recently completed its first 351 conversion, transitioning a Separately Managed Account (SMA) into the Abacus FCF Small Cap Leaders ETF (Ticker: ABLS). This milestone marks a significant step in our commitment to delivering tax-efficient, scalable, and investor-friendly solutions in the evolving asset management landscape. ?? What is a 351 Conversion? Transforming an SMA (Separately Managed Account) into an ETF through a 351 tax-free conversion is a growing trend in asset management. But what does it mean, and why are more firms considering this move? ?? Section 351 of the IRS Code allows for the tax-free transfer of assets into a newly formed ETF in exchange for shares, as long as the original owners maintain control post-conversion. This enables SMA investors to move into an ETF structure without triggering immediate tax consequences. Why Convert an SMA to an ETF? ? Tax Efficiency – ETFs offer in-kind redemption mechanisms, reducing taxable events compared to SMAs. ? Lower Costs – ETFs generally have lower operational and trading costs than SMAs, benefiting investors. ? Broader Access – Converting to an ETF opens up the strategy to a wider range of investors beyond high-net-worth individuals. ? Liquidity & Transparency – ETFs trade on an exchange, providing daily liquidity and greater visibility into holdings. ? Scalability – Managing a single ETF is often more operationally efficient than overseeing multiple SMAs. As investor demand shifts toward efficient, liquid, and tax-advantaged vehicles, the 351 conversion from SMA to ETF is becoming an attractive option for asset managers looking to scale their strategies. ?? Are you considering converting an SMA to an ETF? Let’s discuss the opportunities and challenges! #CBOElisted #ETFs #SMA #351Conversion #AssetManagement #TaxEfficiency #Investing

Abacus Life rebrands FCF Advisors, launches new small-cap ETF "As part of the transition, Abacus FCF Advisors launched the Abacus FCF Small Cap Leaders ETF (ABLS) and announced management fee reductions of five to 10 basis points across all its ETFs. The firm also introduced an 18-month fee waiver of 20 basis points on four ETFs. Abacus Life (ABL) specializes in leveraging longevity data and actuarial technology to offer alternative investment opportunities. The rebranding underscores the firm's leadership in free cash flow investing, built on its FCF Leaders Model, which identifies profitable companies through a quantitative investment approach, Abacus said in a statement." - Proactive Continue reading: https://lnkd.in/e6fvDCCT

Abacus Life gains analyst support as it expands asset management business "Northland Securities, Inc. named Abacus Life (ABL) a top pick for 2025, pointing to the company’s acquisition of Carlisle Management Company and Abacus FCF Advisors, which added more than $2.6 billion in assets under management (AUM). 'Abacus has positioned itself as a dominant player in the life settlements space while expanding into asset management,' analysts noted. 'The market has yet to fully appreciate the synergies from these acquisitions.' Piper Sandler echoed the bullish sentiment, highlighting Abacus’ strong fundamentals, including a 50% adjusted EBITDA margin and 15-20% return on equity. 'With a scalable platform and a proven ability to deploy capital efficiently, Abacus is well-positioned for sustained growth. The company has also improved its shareholder base and increased trading liquidity, which should enhance valuation over time,' Piper Sandler analysts noted." - Proactive Continue reading: https://lnkd.in/ey2kPSNt