Capabilities

Dedicated Expertise in the Risks of Advisers and Funds

These services will be delivered to your firm or fund by dedicated professionals with many years of experience in this specialty practice. Coverages available for your Advisory firm or Fund include:

  • Professional Liability (E&O)
  • Directors and Officers (D&O)
  • Fidelity Bonds of various kinds
  • Employment Practices Liability (EPL)
  • ERISA Bonding for Advisers as required by law
  • Investment Company Bonding for Mutual Funds as required by law
  • Other Fidelity Bonding for Private/Hedge Funds not required by law
  • Fiduciary Liability
  • Cyber Liability

 

AMI's team understands the critical issues facing your firm/fund's risk profile.  We have the experience to help with:

  • Rapidly developing regulatory requirements
  • Evolving legal scrutiny and litigation trends
  • Privacy and network security
  • Board Governance
  • Cost allocation
  • Bond requirements
  • New products for the Adviser/Fund arena
  • Board vs. Adviser issues
  • Outside Directorship
  • Certificate needs

Our team continually monitors legal, legislative and regulatory activity throughout the world, as well as trends in the insurance marketplace.  We can also refer you other departments at MDP for placements in other insurance areas, such as property-casualty programs and business continuity arrangements.