Portfolio Programs

CRS can augment our client's risk management team with our demonstrable expertise and in-depth insurance industry access. This unique approach allows us to optimize and marry the presentation of a portfolio to the insurance and capital markets with the risk management program ultimately put in place. As a matter of fact, CRS, in particular Joseph Coughlin, is responsible for creating and executing the first Portfolio Program for a private equity fund. As an independent firm, we can canvass the global marketplace for solutions that fit each client's needs without restrictions or limitations. As part of our portfolio program advisory service, we:

• Review and assess current portfolio insurance programs and strategies and deliver recommendations to enhance coverage, strategies and/or efficiencies.
• Identify areas for brokerage service improvement, introducing alternative brokerage teams if desired.
• Oversee the portfolio's insurance renewal process.
• Provide ongoing risk management advice and program support to the portfolio.

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