Investment Advisors & Funds

Management & Professional Liability Insurance

The investment industry is operating in an increasingly volatile environment under intense scrutiny. When investment decisions yield lower than expected returns, investment advisors and fund management may become the targets of investigations and litigation. That’s why Crum & Forster offers a specialized insurance solution for investment advisors, mutual funds and private funds.

Our Platinum Protection for Investment Advisors & Funds brings together a full array of Management & Professional Liability coverages into a single, modular policy to provide exactly the protection you need. To learn more, download our Financial Institutions product sheet or contact our underwriters.

Exploring Emerging Risks in the Financial Sector

Blair Bartlett, C&F’s VP of Financial Institutions, joined Insurance Insider’s Meg Green at WSIA (Wholesale & Specialty Insurance Association) 2024 to delve into the evolving landscape of financial risks. Their discussion highlighted the increasing influence of FinTech, where technology-driven companies are expanding access to traditional financial services such as loans and investment advice. Discover how C&F is responding to the latest FinTech trends by offering one-stop access to an array of management liability and cyber insurance solutions. Check out their conversation.

Featured Article

Will Real Estate be the Next Victim of Rising Interest Rates?
– Written by Blair Bartlett

Since the collapse of Silicon Valley Bank (SVB) occurred in early March, there has been much deliberation about the root cause that led to its failure. Poor risk management, inadequate regulatory oversight, social media activity, and an ensuing lack of confidence spurring depositors to withdraw their cash from the bank have all been cited as contributing factors. Read the article and watch Blair’s interview with  Business Insurance.