Portfolio Insurance and Risk Management

Venable's Portfolio Insurance and Risk Management team (PIRM) takes a proactive approach to portfolio risk, helping private equity and family office clients achieve predictable insurance outcomes. By combining strategic insurance analysis with portfolio-wide oversight, PIRM provides comprehensive support and strategic advice on risk mitigation, claims management optimization, and post-crisis response.

Venable's PIRM team helps investors sustain long-term enterprise value by developing and executing informed insurance and risk management strategies. We mitigate the risk of unexpected verdicts and major claims through comprehensive, tailored portfolio- and fund-level insurance reviews calibrated to ownership's structure, risk profile, and strategic goals. Our analyses identify hidden exposures, highlight improvement opportunities, and ensure that both policies and internal processes align with investor expectations.

When an unexpected verdict or major claim hits, the PIRM team also rapidly deploys to stabilize the situation. We assist with post-trial motions, appellate strategy, settlement positioning, and insurance coverage litigation. Our track record includes securing hundreds of millions of dollars in insurance proceeds for clients whose claims were originally disclaimed.

Portfolio Insurance and Risk Management Legal Services

Portfolio-Level Services
  • Strengthen policy placement, renewal, and coverage enhancement
  • Implement and oversee claims management processes
  • Analyze coverage and litigate disputes
  • Align contract requirements with existing or newly procured insurance
Fund-Level Services
  • Conduct insurance and risk diligence for acquisitions or divestitures
  • Negotiate portfolio-wide manuscript policies
  • Structure and oversee claims reporting, up to fund management
Crisis Support Services
  • Provide immediate response to nuclear verdicts and catastrophic claims