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PEMA Portfolio Platform

Marsh PEMA's Portfolio Platform is designed to empower private equity sponsors and their portfolio companies to assess risk more effectively and efficiently.
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With Marsh PEMA’s Portfolio Platform, we provide the tools for private equity sponsors and their portfolio companies to assess risk more effectively and efficiently. We offer centralised placement and advisory teams led by dedicated portfolio managers for each sponsor. This unique model, exclusive to Marsh, aims to deliver unparalleled value for our clients.

We manage a diverse range of portfolios, varying in size and complexity. Our portfolio programmes cater to a wide spectrum, from small buying coalitions to extensive portfolios. The majority of our portfolio programmes include management liability and, increasingly, cyber liability coverage. The inclusion of other coverage lines depends on sponsor preference and the perceived value by portfolio companies (PortCos). Ultimately, our portfolio programmes are customised to align with the objectives of both the private equity sponsor and participating companies.

When you use our portfolio platform, you will have access to:

Extensive global footprint

Our more than 350 global M&A specialists will work with Marsh colleagues across our global network of offices in more than 130 countries to seamlessly identify global and local risk issues and corresponding insurance-based solutions.

Analytic tools

Our Portfolio Platform will give you access to an innovative suite of analytic tools to help you make informed purchasing decisions. For example, we can help calibrate the type and amount of coverage to be purchased by reviewing peer benchmarking.

Cutting-edge technology

We continue to invest in technology to help demystify the insurance procurement process. Our Blue[i] Financial Sponsor dashboard provides real-time insight into premium distribution by PortCo, insurer, line of coverage, geography, and more.

Seamless access to resources

Our model allows the sponsor and PortCo to access insurance and benefits due diligence capabilities along with applicable transactional risk solutions for bolt-on acquisitions and platform investments through one core Marsh team.

Unrivaled market relationships

As a leader in the market, Marsh has solid relationships with all major insurers, which puts us in a position to negotiate better-than-market pricing and coverage terms that fit your needs and can help optimise potential claim outcomes. We encourage our sponsor and PortCo clients to establish direct relationships with their insurer trading partners.

Process-driven approach

Our teams will follow clearly defined processes that are aligned with mutually predetermined, pre-agreed timelines. We believe better outcomes are driven through collaboration with our clients, with consistent communication and transparency in the process. An important aspect of a Portfolio Manager's role is to provide visibility into the work we do on behalf of the participating PortCo to the sponsor, thereby avoiding unexpected surprises at the sponsor level. Additionally, the Portfolio Manager collaborates with the PortCo service and placement teams to drive consistency in both expectations and outcomes.

Performance tracking capabilities

Our Portfolio Platform allows you to track your portfolio results in a transparent and objective manner. Our Portfolio Managers will analyse the performance of renewals for each company within your portfolio and aggregate them in annual stewardship reports, which provide an overview of outcomes on both a qualitative and quantitative basis. For example, we aggregate financial results on a year-over-year basis and compare these against market trends, allowing the sponsor and participating PortCos to understand the costs and benefits of portfolio participation.

Real-Time Visibility for Your Portfolio

Gain real-time visibility into critical insurance procurement data across your portfolio with Blue[i] PEMA Insights. Make agile decisions, protect your portfolio companies, and align them with your strategic objectives. Access premium distribution insights by company, coverage, insurer, and geography. Experience the power of a holistic view across your entire portfolio, including data from other brokers. Discover the future of portfolio management with Blue[i] PEMA Insights.