Asset managers are one of the largest subsectors within the financial institutions industry. When assessing their risk profile, it is important to distinguish asset managers from other financial institutions as they are subject to unique regulations, risks and claims activity. Engaging risk specialists fluent in these nuances can help differentiate your firm within the insurance marketplace and recommend appropriate solutions based on your organisation’s risk profile.
Our global network of insurance, risk and claims specialists has vast experience in providing informed guidance and tailored solutions to the asset management community. The depth of our industry knowledge enables us to understand the key risks facing your organisation and the solutions available to address them. We welcome the opportunity to demonstrate the comprehensive value our team can bring to your asset management firm.
Asset management industry key risks
Asset managers today face a myriad of challenges that can impact operations, performance, investment strategies and reputation. Some of these challenges include:
Advanced analytics and real-time insights
Our analytical capabilities offer asset managers sophisticated data points to support strategic risk decisions. Benefits of these models include:
- Empowered decisions: Our proprietary suite of analytics, provides asset management firms with data-driven insights for strategic decision-making.
- Access to insights: Our client portal offers access to the latest available data and our extensive claims database, supporting a proactive approach to risk management.
- Portfolio approach: Our Connected Risk Intelligence tool that can deliver a comprehensive view of all insurable risks to your organisation, optimising risk financing for capital efficiency.
Specialized expertise
Beyond the insurance transaction, we have teams of specialists providing industry-specific knowledge across a portfolio of risks, including:
- Enterprise risk management: Identifying, quantifying and mitigating unpredictable and interconnected risks
- Strategic risk consulting: An analytical approach that assesses risk on a basket basis
- Operational risk: Examining an organization’s risks and optimizing its insurance program accordingly
- Climate and Resilience Hub: Quantifying the impact of climate change on asset managers and their investment portfolios
- ESG: Helping organizations and their boards make informed, intelligent and integrated ESG decisions
- Captives: Risk expertise and data-driven insights to support risk retention and transfer strategies
Exceptional client service
We’re committed to delivering outstanding service, all tailored to the asset management sector’s unique needs, including:
- Board presentations: Experienced and well-versed in presenting to fund directors and trustees
- Vendor contracts: Providing assistance with insurance provisions contained within third party contracts
- Industry updates: Issue regular publications on new and evolving issues within the asset management industry and what impact, if any, they have on an insurance portfolio
Tailored solutions for asset managers
Our team understands the risks facing your industry and is available to help organizations identify optimal solutions to mitigate these risks. Our asset management value proposition is supported by WTW's suite of proprietary analytics and supplemented by specialists across the risk spectrum. Partner with us to navigate the complexities of risk and unlock new opportunities for growth and success.
