Coverage Highlights

Benefits
  • Designed to address the full range of asset management industry organizational models, products, and services
  • Customizable to each firm’s individual business model and insurance needs, and easily adaptable to the firm’s organizational changes
  • A modular insurance solution consisting of a declarations page and a number of coverage parts for asset management firms that include the following: Professional Liability, Directors and Officers Liability, Employment Practices Liability and Fiduciary Liability. For Investment funds and private funds, there is professional liability and D&O coverage.

 

Client Profile

Designed with flexibility in mind, Asset Management Protector addresses the professional and management liability insurance needs of a wide range of asset management industry organization types, including:

  • Investment advisers
  • Mutual funds
  • Hedge funds
  • Fund of funds
  • Real estate investment trusts (REITs)
  • Private real estate funds

Related Materials

Asset Management ProtectorTM Insurance 
Product Sheet

Asset Management E&O Loss Scenarios 
Brochure

Applications and Forms

Asset Management Protector Application – New Business
Form

Asset Management Protector Application - Renewal
Form

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