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Portfolio Management | Value Creation

Our unique service model and digital tools help you reduce costs, maximise value, increase EBITDA, and focus your fund’s portfolio purchasing power.

PEMA™ Portfolio Platform enables private equity sponsors and their portfolio companies to more effectively and efficiently evaluate risk and, where appropriate, design insurance programmes calibrated to provide optimal balance sheet protection. We accomplish this through centralised placement and advisory teams who are led by a Portfolio Manager dedicated to each sponsor. The role of a Portfolio Manager — and the underlying model — is unique to Marsh and designed to yield better-than-market results and superior claims resolution for our clients.

The size and sophistication of our portfolios under management range greatly from a loose buying coalition of a handful of companies up to a few hundred. The substantive majority of our portfolio programmes include management liability and, increasingly, cyber liability. The treatment of other lines of coverage varies depending on sponsor preference and portfolio company (“PortCo”) perception of value. Ultimately, a portfolio programme can be tailored to support the objectives of both the private equity sponsor and participating PortCos.

At Marsh, we understand the importance of minimising risk costs and optimising operational efficiency to drive successful investment strategies. As a trusted risk advisor in the private equity and M&A sector, we possess extensive expertise collaborating closely with our clients to understand their risk profile. We offer guidance and portfolio oversight to maximise value across their portfolios. Additionally, we provide access to comprehensive coverage from top insurers, thereby assisting our clients in securing the necessary protection. With Marsh PEMA as your partner, you can confidently navigate the intricacies of risk management and unlock your investment’s full potential.

Blue[i] PEMA Insights: Real-Time Visibility for Your Portfolio

FAQs

Portfolio management refers to strategically managing a collection of assets or investments to maximise their value and achieve specific objectives. It can contribute to value creation by optimising a portfolio's risk-return profile, identifying growth opportunities, and actively managing assets to enhance performance and generate higher returns.

Implementing a portfolio management strategy offers owners and investors several potential benefits, including improved risk management, enhanced diversification, increased transparency and accountability, better alignment with strategic objectives, and the ability to adapt to changing market conditions and investor preferences.

Marsh’s Private Equity Mergers & Acquisitions (PEMA) team’s approach to portfolio management is distinct from traditional investment strategies because it incorporates a holistic view of the portfolio, considering both financial and non-financial factors. We focus on value creation through active asset management, operational improvements, and strategic initiatives tailored to the specific needs of your portfolio.

Data analytics plays a crucial role in portfolio management and value creation. It enables analysis of large volumes of data to identify trends, patterns, and insights that can inform investment decisions, risk management strategies, and value-enhancing initiatives for our clients. Data analytics helps drive informed and data-driven portfolio management practices.

We identify value creation opportunities within our clients’ portfolios through a combination of rigorous analysis, market research, and industry expertise. This includes assessing operational efficiencies, identifying growth potential, evaluating strategic alternatives, and drawing on our network and resources to unlock value and drive performance improvement.

Yes! We can assist you in seeking to optimise the performance of underperforming assets within a portfolio. Through our expertise in operational improvement, strategic repositioning, and active asset management, PEMA can help you identify and implement value-enhancing initiatives to turn around underperforming assets and improve overall portfolio performance.

We measure the success of our portfolio management and value creation efforts through various performance metrics, including financial returns, operational improvements, risk-adjusted returns, portfolio diversification, and achievement of strategic objectives. Regular monitoring and reporting allow for ongoing evaluations and refinements of the portfolio management strategies.

We specialise in managing a wide range of client assets and portfolios, including real estate, infrastructure, private equity, and other alternative investments. Our expertise extends to various sectors, such as healthcare, energy, transportation, and technology, allowing for a diverse and comprehensive approach to your portfolio management.

We align with the goals and objectives of our clients in portfolio management by establishing a close partnership and understanding your specific needs and investment objectives. Through regular communication, transparent reporting, and a client-centric approach, PEMA works collaboratively with you to tailor portfolio management strategies to meet your expectations.

Global leadership

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Emily Almond

Chief Client Officer, Global PEMA

  • United Kingdom

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Katherine Gensheimer Friedman

Chief Client Officer, PEMA North America

  • United States