The Outlook Group
- Company typePrivate
- Founded1999
- HeadquartersSpit Junction, Australia
- Headcount1–10
- GTM typeB2B
- OfferingServices
The Outlook Group firmographics
Firmographics- Name
- The Outlook Group
- Legal name
- The Outlook Group Pty. Ltd.
- Website
- https://outlookgroup.com.au
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
The Outlook Group industry classification
Industry- Product category
- Alternative Investment Management
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525), Portfolio Management and Investment Advice (523940)
- SIC
- Insurance Agents, Brokers & Service (6411), Life Insurance (6311)
- akta.pro primary industry
- Life & Health Reinsurance Run-off / Legacy Portfolio Management (FSAOAAAJ)
- akta.pro secondary industry
- Target-Date & Lifecycle Funds (FSAAAEAF)
Keywords
Where The Outlook Group is headquartered
LocationHeadquarters
- HQ city
- Spit Junction
- HQ country
- Australia
- HQ region
- Oceania
Offices2 records
Markets served
The Outlook Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Traded Endowment Policy Investment Management: The company facilitates the acquisition and management of Traded Endowment Policies for investors. TEPs yield approximately 7.03% pa Pre-Tax for Top Marginal tax rate payers. The company sources policies, converts Whole of Life policies to Endowment policies, and facilitates investor purchases.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
The Outlook Group product offering
Product offeringCore offering
The Outlook Group Pty. Ltd. sources second-hand Whole of Life conventional life policies from Australia's largest life companies (AMP Life Ltd, Comminsure, MLC Life Ltd, Resolution Life) and processes them into fixed-maturity endowment policies (Traded Endowment Policies). The company facilitates investor purchases of these policies and operates The Aussie TEP Fund, a wholesale and professional investor fund launched in 2019 that provides structured access to the TEP asset class with 5–10 year investment terms.
Product overview
The Outlook Group offers a single core product category: Traded Endowment Policies (TEPs), which are second-hand Whole of Life conventional life policies sourced from Australia's largest life companies (AMP Life Ltd, Comminsure, MLC Life Ltd, and Resolution Life). The company processes these policies by changing terms and conditions with the issuing life company to convert them into endowment policies with 5-10 year investment terms. In 2019, the company launched The Aussie TEP Fund as a vehicle for wholesale and professional investors to access this asset class. The company has assessed over 22,000 policies over nearly 20 years of operation in Australia, the UK, and Europe.
Differentiator
Problem solved
Functional benefit
Brands
- Aussie TEP Fund: A wholesale and professional investor fund providing access to Traded Endowment Policies as a unique asset class. Managed by Aussie TEP Management Pty. Ltd. with product issuer and Trustee being One AR Pty Ltd.
Products and services
- Traded Endowment Policies (TEPs) Second-hand conventional Whole of Life policies sourced from major Australian life companies (AMP Life Ltd, Comminsure, MLC Life Ltd, Resolution Life), processed by The Outlook Group into fixed-maturity endowment contracts and facilitated for purchase by wholesale and professional investors. Offers stable, tax-effective returns averaging 7.03% pa Pre-Tax for top marginal taxpayers, with investment terms of 5–10 years and significant capital guarantees backed by A- to A+ rated issuers.
- The Aussie TEP Fund A wholesale and professional investor fund that provides structured access to the Traded Endowment Policy asset class. The fund is managed by Aussie TEP Management Pty. Ltd. with One AR Pty Ltd serving as Trustee, offering investors exposure to a curated portfolio of TEPs sourced by The Outlook Group.
Quantifiable outcome
- TEPs yielding on average 7.03% pa Pre-Tax for Top Marginal tax rate payers
- +1 more outcomes
Companies that use The Outlook Group
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
The Outlook Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Outlook Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Aussie TEP Management Pty. Ltd.coreAussie TEP Management Pty. Ltd. is the Manager of The Aussie TEP Fund, working with The Outlook Group to manage and operate the fund for investors.
- One AR Pty LtdcoreProduct issuer and Trustee of The Aussie TEP Fund. One AR Pty Ltd is a member of the One Investment Group, Level 11, 20 Hunter Street, NSW, 2000.
Scale indicators4 records
Recent moves4 records
Expansion highlights3 records
The Outlook Group competitors and assessment
Company assessmentBroad incumbents
- Bentham Asset Management: Australian fixed-income and credit alternatives manager serving institutional and wholesale clients. Comparable as a domestic alternative-investment incumbent competing for the same wholesale investor capital pool, though with a different return/risk profile.
- Magellan Financial Group: Australian investment manager with significant wholesale and institutional distribution. Comparable as a domestic incumbent serving the same wholesale/professional investor audience, though focused on global equities rather than TEPs.
- Perpetual Limited: Established Australian wealth and investment manager serving wholesale, retail and institutional clients. Comparable as a domestic incumbent addressing the wholesale investor segment, though with a much broader product set.
- AMP Capital: Larger Australian investment manager serving wholesale and institutional clients across multiple asset classes. Comparable as a domestic incumbent providing investment vehicles to the same wholesale/professional investor segment Outlook targets, though without TEP specialisation.
Emerging players
- Cavendish Online: UK life insurance broker and adviser that intermediates in life policies and related products. Comparable as a UK-focused life-insurance intermediary, though broader in product mix than Outlook's TEP-only focus.
- Lifesearch: UK whole-of-market life insurance intermediary advising consumers and investors on life policy products. Comparable intermediary role in the life insurance value chain though operating in retail-facing distribution rather than policy trading.
- Reassured: UK specialist life insurance broker with exposure to legacy and endowment-adjacent products. Comparable as a life-insurance intermediary ecosystem participant, though retail-distribution oriented rather than TEP trading.
Others
- Resolution Life: Global life insurance consolidator that is also a supply partner of Outlook, issuing Whole of Life policies sourced and converted into TEPs. Relevant as an upstream counterparty in the same life-insurance secondary value chain rather than a direct competitor.
- MLC Asset Management: Australian investment management arm and a partner whose policies Outlook sources. Relevant as an upstream supplier of legacy policies and as a broader Australian investment manager, but not a direct competitor in TEP trading.
Direct peers
- ALSA Capital: London-based specialist in the secondary market for life insurance policies and TEPs. Closest direct analogue to The Outlook Group's niche Australian TEP sourcing model, with comparable buyer-base of HNW/professional investors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
The Outlook Group social profiles
Digital presenceThe Outlook Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Outlook Group leadership team
Management profileNumber of profiles
Profiles1 record
The Outlook Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Outlook Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Outlook Group
What does The Outlook Group do?
The Outlook Group Pty. Ltd. sources second-hand Whole of Life conventional life policies from Australia's largest life companies (AMP Life Ltd, Comminsure, MLC Life Ltd, Resolution Life) and processes them into fixed-maturity endowment policies (Traded Endowment Policies). The company facilitates investor purchases of these policies and operates The Aussie TEP Fund, a wholesale and professional investor fund launched in 2019 that provides structured access to the TEP asset class with 5–10 year investment terms.
Is The Outlook Group a public or private company?
The Outlook Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Outlook Group founded?
The Outlook Group was founded in 1999. It employs 1 to 10 people.
Where is The Outlook Group based?
The Outlook Group is headquartered in Spit Junction, Australia, in the Oceania region.
How does The Outlook Group make money?
One revenue line is on record: traded Endowment Policy Investment Management.
Who are The Outlook Group's main competitors?
Broad incumbents on record are Bentham Asset Management, Magellan Financial Group, Perpetual Limited and AMP Capital. Emerging players are Cavendish Online, Lifesearch and Reassured. Others are Resolution Life and MLC Asset Management. ALSA Capital is listed as a direct peer.
Does The Outlook Group have an API?
No public API is recorded for The Outlook Group.
What industry is The Outlook Group in?
The Outlook Group's product category is Alternative Investment Management. Its primary akta.pro industry code is FSAOAAAJ, Life & Health Reinsurance Run-off / Legacy Portfolio Management, with a secondary code of FSAAAEAF, Target-Date & Lifecycle Funds. Its NAICS code is 525 and its SIC code is 6411.