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Insurance and Risk Solutions: Portfolio Management

We understand the importance of protecting your portfolio and are here to provide the necessary insurance and risk solutions to safeguard your investments.
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Protecting your portfolio: Comprehensive insurance and private equity management liability (PEML)

Our PEML policy offers comprehensive protection for funds, encompassing directors and officers liability, professional indemnity, and crime cover. We tailor policy wordings to address evolving liabilities and changing legislative environments, thereby meeting our clients’ needs.

Portfolio company management liability (directors and officers liability)

Our tailored directors and officers (D&O) policies provide coverage for claims made against directors and officers, taking into account the impact of fund investment on risk profiles and corporate structures. We offer specific enhancements to protect directors from potential exposures missed by standard insurer policies.

Other fund insurances

We assist with various corporate insurance requirements, including property damage/business interruption, employers’ and public liability, motor fleet, and business travel insurance.

Property, business interruption, and liability insurance for private equity portfolio companies

We offer a specialised insurance solution to protect companies with private equity investment, considering their changing risk profiles as they grow, acquire, diversify, and expand. They may also have strict debt covenants and be more vulnerable to cash-flow volatility as a result. With this in mind, we have designed a tailored insurance solution to better protect companies with private equity investment.

Public offering of securities insurance (POSI)

The public offering of securities insurance (POSI) policy is designed to address the risks associated with initial public offerings (IPOs) or bond offerings. It not only protects the directors of the issuers but also safeguards the issuer itself, any controlling or selling shareholders, and exiting private equity investors. By addressing the IPO exposure separately, the POSI policy allows the directors and officers (D&O) policies to focus on the everyday risks faced by the directors.

Cyber

PEMA Cyber: Managing cyber risks in your investments

In today’s digital landscape, managing cyber risk is crucial for protecting the value of your investments. As a portfolio manager, it is essential to understand the potential cyber vulnerabilities within your portfolio companies and take proactive steps to mitigate these risks. Marsh offers a wealth of valuable insights and strategies for more effectively managing cyber risk in your investment portfolio.

  • Conduct a comprehensive assessment of each portfolio company's cyber risk profile.
  • Identify potential cyber vulnerabilities and assess the impact they may have on the overall portfolio.
  • Recognise that cyber risks are pervasive across all sectors and can significantly impact investment performance.

  • Develop a robust cyber risk management plan that aligns with your investment objectives.
  • Consider cyber risk as a key factor in the due diligence process for new investments.
  • Evaluate the cyber risk management practices of potential portfolio companies before making investment decisions.

  • Encourage portfolio companies to have comprehensive cyber insurance coverage.
  • Evaluate the depth and breadth of their existing cyber insurance policies.
  • Collaborate with specialists to review policies and quantify potential uninsured or underinsured losses.

  • Develop a continuity plan to ensure uninterrupted operations in the event of a cyber incident.
  • Establish an effective incident response plan to minimise the impact of cyberattacks.
  • Regularly test and update these plans to adapt to evolving cyber threats.

  • Implement ongoing monitoring and assessment of cyber risk within your portfolio.
  • Stay informed about emerging cyber threats and industry best practices.
  • Regularly review and update cyber risk management strategies based on new information.

  • Engage with cybersecurity specialists to enhance your understanding of cyber risk.
  • Leverage their expertise to assess the cyber risk posture of portfolio companies.
  • Collaborate on implementing effective cyber risk management strategies.

We can align with you wherever you are in the cyber risk journey with your investments. For firms with sophisticated, highly centralised programmes with their portfolio companies, we can leverage their process for better, more streamlined insurance outcomes. For those earlier in their journeys, we can provide the tools to help build a robust programme. We can also be flexible enough to help those in between.

Managing cyber risk in your investment portfolio is essential for protecting the value of your investments. By incorporating cyber risk management into your investment strategies, implementing robust risk mitigation measures, and collaborating with cybersecurity specialists, you can proactively address cyber vulnerabilities and safeguard your portfolio's performance.

For more information on how we can assist you in managing cyber risk in your investment portfolio, please contact your Marsh representative.

To access other content related to cyber risk management, please visit our Cyber Risk page.