Portfolio Insurance Purchasing Platform

Marsh’s portfolio insurance purchasing platform can help you significantly reduce cost, maximize value, and better harness the power of your fund’s portfolio.

Managing different types of insurance programs for every company across your portfolio can be costly, complex, and inefficient when executed in a fragmented approach. However, by teaming with the right insurance advisor, private equity firms can take a holistic, coordinated approach to risk. This in turn can yield better outcomes, including improved valuations upon exit.

From fundraising, acquisition, and asset management to divestment activities and exit stages, Marsh’s global team of over 250 dedicated M&A professionals can deliver strategically designed insurance portfolio programs that can help improve valuation outcomes for funds of any size and better harness the purchasing power of your fund’s portfolio, Our team delivers comprehensive services across the investment lifecycle, offering:  

  • Superior coverage.
  • Cost savings.
  • Claims advocacy.
  • Stewardship.
  • A centralized service platform.

Download overview below to learn how to better quantify and manage your portfolio with Marsh’s portfolio insurance purchasing platform.

Marsh Pty Ltd (ABN 86 004 651 512, AFSL 238983) (“Marsh”) arrange this insurance and is not the insurer. The Discretionary Trust Arrangement is issued by the Trustee, JLT Group Services Pty Ltd (ABN 26 004 485 214, AFSL 417964) (“JGS”). JGS is part of the Marsh group of companies. Any advice in relation to the Discretionary Trust Arrangement is provided by JLT Risk Solutions Pty Ltd (ABN 69 009 098 864, AFSL 226827) which is a related entity of Marsh. The cover provided by the Discretionary Trust Arrangement is subject to the Trustee’s discretion and/or the relevant policy terms, conditions and exclusions. This website contains general information, does not take into account your individual objectives, financial situation or needs and may not suit your personal circumstances. For full details of the terms, conditions and limitations of the covers and before making any decision about whether to acquire a product, refer to the specific policy wordings and/or Product Disclosure Statements available from JLT Risk Solutions on request. Full information can be found in the JLT Risk Solutions Financial Services Guide.”