Investments & Wealth Review - Number 02, 2026

A Compelling Opportunity for Tax-Efficient Growth: Private Credit in Insurance-Dedicated Portfolios

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Tax efficiency is not just a planning consideration for high-net-worth clients; it is often where the most meaningful alpha is found. An examination of private credit reveals why it may be the optimal asset for insurance-dedicated fund vehicles, and how the combination of tax-deferred compounding and private market returns is reshaping portfolio construction for sophisticated investors.

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About Investments & Wealth Review

Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.