Insurance for Asset Managers
Why choose Zurich for Insurance for Asset Managers?
Asset management firms often require multiple insurance solutions to address operational, professional and emerging risks. Zurich offers a comprehensive suite of insurance coverages that can help organizations manage these exposures through a single, experienced carrier.
Our solutions span traditional property and casualty coverages, management and professional liability, cyber, workers' compensation, multinational programs and specialized financial services products. We serve a broad range of asset management firms, including investment advisers, hedge funds, mutual funds, private equity firms and venture capital organizations.
Comprehensive suite of Insurance coverage for Asset Managers
Zurich’s broad all risk property form addresses the exposures that financial institutions face including:
- Technology Service Provider
- Unintentional Errors or Omissions
- Flexible Extended Period of Indemnity options
- Better Green™ - coverage to rebuild to same or higher green standard automatically included via sublimit after a covered loss
- Flexible Accounts Receivables, Valuable Papers, Computer Systems and Fine Arts limits
- Ordinance or Law applies to all covered property and time element loss, not just buildings
- Loss of Utilities includes overhead lines
- Broad personal property definition includes Personal Property of others in your care, custody and control
Coverage highlights that include:
- Broad Named Insured (includes Partnerships, Joint Ventures and LLC’s)
- Automatic Blanket Additional Insured
- Automatic Waiver of Right of Subrogation and primary non-contributory conditions
- Drive-through Automated Teller Machine (ATM) Property Damage
- Definition of Bodily Injury includes mental anguish, mental injury, shock, fright or death
- Crisis Reimbursement
- Essential Executive coverage
Coverage can include solutions for:
Exporter Solutions
- Coverage for domestic companies moving into the global arena
Zurich Envoy®
- Coverage for companies with an established foreign presence
Zurich Envoy® Global Property
- Coverage for larger and more complex risks, our "all risk" property form was built with both domestic and global clients in mind, providing flexibility and alignment with applicable insurance regulations in all jurisdictions where we provide insurance
Zurich Travel Assist
- Provides concierge services (e.g., forgotten prescription, lost passport) and facilitation for medical and security needs
- Level and variable dividend options available
- Loss sensitive programs available
- Headcount retrospective options
- Pay-as-you-go payroll options
- Directors and Officers (D&O), Employment Practices Liability (EPL), Fiduciary Liability and Crime
- Professional Liability or Errors & Omissions (E&O)
- Cyber
Meet our Insurance for Asset Managers specialists
Trey Martino
Head of Financial Institutions and Professional Services
U.S. Middle Market
t.martino@zurichna.com
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Risk Engineering
Through Zurich Resilience Solutions, we provide specialized insights and tools to support our customers with solutions addressing traditional and evolving risks – above and beyond insurance.
Claims Services
Zurich Claims specialists are strategically deployed in the U.S. and around the globe to help customers mitigate and respond to loss events, and to gain insights into becoming more resilient against future losses.
Learn moreFAQs
Asset managers have customers who seek advice from someone they can trust. And like them, you deserve services and alternatives you can trust when it comes to insurance. Zurich offers a “one-stop-shop” solution suite of insurance products, including Property and Casualty, Financial Lines, Cyber insurance, Trust, Mortgage Protection Policies, REO Properties, and Multinational coverages.
Zurich provides insurance solutions for a range of asset management organizations, including investment advisers, hedge funds, mutual funds, private equity firms, venture capital firms and other financial services businesses. Coverage solutions can be tailored to an organization's specific operational and risk management needs.
Asset management firms often consider a combination of property, general liability, management liability, professional liability, cyber, workers' compensation and multinational insurance solutions. The coverage strategy depends on the firm's operations, locations and specific risk profile.
Yes. Zurich offers multinational insurance solutions for organizations that have an established foreign presence or are expanding internationally. Available solutions can help address insurance needs across multiple jurisdictions.
Asset managers can work with a broker and Zurich specialists to evaluate their exposures and identify coverage solutions that align with their operations, industry segment and risk management objectives.
Certain insurance solutions may help organizations recover from covered disruptions and continue serving clients following a loss event. Coverage availability and policy terms vary.