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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

Preferred

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**
Pass
  • 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
*InvestPro for Asset Managers – Modular primary policy form for small to middle market registered advisors and registered or private funds. Primary capacity of $5M on Old Republic Insurnce Company A+ Admitted paper.
** Except E&O

Excess Capacity

  • Up to $10M across D&O, E&O, EPL, and Fiduciary Liability
  • Up to $25M FI Bond
  • Up to $25M Side A per Claim
Preferred

Targeting classes outlined in above “Preferred” tab

Considered

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
Pass
  • Cannabis
  • Health Care E&O
  • Life Insurance E&O

Connect With Us

Have a submission or question? If you already work with an Old Republic Professional underwriter, please continue to reach out to your contact directly.

New to Old Republic Professional? Visit our team page to connect with an underwriter.