Abacus发布CIO估值方法说明，回应贴现率敏感性问题

Abacus Global Management Publishes CIO Analysis on Discount Rate Trends and Updated Valuation Methodology
ORLANDO, Fla.--(BUSINESS WIRE)-- Abacus Global Management, Inc. (NYSE: ABX) ("Abacus" or the "Company"), an alternative asset manager focused on longevity-based assets with data-driven wealth and technology solutions, today announced the publication of a letter from Chief Investment Officer Elena Plesco addressing recent investor questions on interest rate sensitivity and the Company's valuation approach.
Following investor calls held after the Company's second quarter 2026 earnings release, Abacus received frequent questions on two topics: how movements in prevailing discount rates affect the Company's business, and an update to the methodology used to value policies held on its balance sheet. The letter, titled "Valuation Update and Mid-Year Outlook," addresses both directly, including:
- An explanation of how the discount rate at which Abacus transacts is set by market conditions at the time of sale, and why the Company's realized gains on policy sales have remained within a consistent range across a range of interest rate environments over the past four years;
- Detail on the Company's updated Historical Return Method for valuing policies, effective in the second quarter of 2026; and
- A review of first-half 2026 operating results, including origination volume, capital deployed, and turnover of the Company's policy portfolio.
On why the Historical Return Method fits Abacus:
“The discount rate methodology is certainly more appropriate for pools of capital that intend to hold these assets to maturity vs. a pool of capital that houses them temporarily... The Historical Return Method is the right lens for a balance sheet whose role is to originate, warehouse, and sell,” said Elena Plesco, Chief Investment Officer of Abacus Global Management.
The full letter is available on the Company's investor relations website here.
About Abacus Global Management, Inc.
Abacus Global Management (NYSE: ABX) is a 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.
For more information, please visit www.abacusgm.com.
Forward-Looking Statements
All statements in this press release (and oral statements made regarding the subjects of this press release) other than historical facts are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements rely on a number of assumptions concerning future events and are subject to a number of uncertainties and factors that could cause actual results to differ materially from such statements, many of which are outside the control of Abacus. Forward-looking information includes but is not limited to statements regarding: Abacus’s financial and operational outlook; Abacus’s operational and financial strategies, including planned growth initiatives and the benefits thereof; Abacus’s ability to successfully effect those strategies, and the expected results therefrom; projections of future earnings and expected capital; Abacus’ ability to generate future cash flows; securitization schedules and timing; future demand for Abacus’ products and services; and the reliability of the Company’s fund structures and corresponding market confidence and expectations. These forward-looking statements generally are identified by the words “believe,” “project,” “estimate,” “expect,” ”intend,” “anticipate,” “goals,” “prospects,” “will,” “would,” “will continue,” “will likely result,” and similar expressions (including the negative versions of such words or expressions).
While Abacus believes that the assumptions concerning future events are reasonable, it cautions that there are inherent difficulties in predicting certain important factors that could impact the future performance or results of its business. The factors that could cause results to differ materially from those indicated by such forward-looking statements include, but are not limited to: the potential impact of our business relationships, including with our employees, customers and competitors; changes in general economic and business and conditions, including changes in the financial markets; political instability both in the U.S. and abroad, to include political violence, terrorism, and war; weakness or adverse changes in the level of activity in our sector or the sectors of our affiliated companies, which may be caused by, among other things, high or increasing interest rates, or a weak U.S. economy; significant competition that our operating subsidiaries face; compliance with extensive government regulation; the failure to meet Abacus’s investment objectives; the inability to raise capital on favorable terms or at all; and the effectiveness of Abacus’s control environment, including the identification of control deficiencies.
These forward-looking statements are also affected by the risk factors, forward-looking statements and challenges and uncertainties set forth in documents filed by Abacus with the U.S. Securities and Exchange Commission from time to time, including the Annual Report on Form 10-K and Quarterly Reports on Form 10-Q and subsequent periodic reports. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Abacus cautions you not to place undue reliance on the forward-looking statements contained in this press release. Forward-looking statements speak only as of the date they are made. Abacus assumes no obligation and, except as required by law, does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. Abacus does not give any assurance that it will achieve its expectations.
Risk disclosure: All securities investing and trading activities risk the loss of capital. Investors should carefully review the offering documents and consult with their own legal, tax, and financial advisors regarding the suitability of investments.
Investor Relations:
David Jackson – Head of Investor Relations
david@abacusgm.com | (321) 299-0716
Public Relations:
press@abacusgm.com
Source: Abacus Global Management, Inc.
Released August 24, 2026