InvestPro
Multi-line coverage for asset managers
Old Republic Professional delivers specialized insurance solutions for financial institutions and asset managers through InvestPro, an integrated D&O and E&O offering.
Underwriting Approach
Our underwriting approach is built on specialized expertise and a deep understanding of the financial services industry. We recognize that financial institutions often face both management and professional liability exposures, and we evaluate those risks within a coordinated coverage framework tailored to each organization's unique profile.
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InvestPRO for Asset Managers
Today's asset managers face increasing regulatory, operational, and professional liability risks in a highly competitive marketplace. InvestPRO provides a comprehensive insurance solution designed to address these evolving exposures through a tailored combination of management and professional liability coverages.
Developed by financial institution specialists, InvestPRO offers flexible program structures that can incorporate D&O/E&O, EPLI, Fiduciary Liability, and fund-related liability coverage. Our experienced underwriting team works closely with brokers and clients to deliver customized solutions aligned with each firm's size, services, investment focus, and risk profile.
Financial Institutions Appetite
Primary Capacity
Up to $10M across D&O, E&O, EPL, and Fiduciary Liability
Small to middle market businesses in the following classes:
- Registered Asset Managers*
- Private Equity*
- Venture Capital*
- Hedge Fund Firms*
- Property REITs
- Mutual Funds*
- Private Funds*
- P&C Insurance Companies**
- Reinsurers**
- Captives**
- Risk Retention Groups
- Bank Lending Institutions**
- Exchanges**
- Finance Companies**
- Sub-Prime or Short-term Lenders
- Insurance Agents or Brokers E&O
- Non-bank Lenders
- Cannabis
- Digital Assets
- Investment Banking
- Broker Dealers
- Mortgage REITs
- Health Care E&O
- Life Insurance E&O
** Except E&O
Excess Capacity
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Up to $10M across D&O, E&O, EPL, and Fiduciary Liability
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Up to $25M FI Bond
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Up to $25M Side A per Claim
Targeting classes outlined in above “Preferred” tab
Excess Side A and/or FI Bond for the following classes:
- Broker Dealers
- Mortgage REITs
- Sub-Prime Lenders
- Non-bank Lenders
- Insurance Agents or Brokers
- Short-term Lenders
- Digital Assets
- Investment Banking
- Cannabis
- Health Care E&O
- Life Insurance E&O
Your Dedicated Financial Institutions Team
Our Financial Institutions underwriting team works closely with brokers to assess complex exposures and deliver thoughtful, flexible coverage solutions.
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