Matrix Global Services

Introducing the NAV Wrapper Insurance Program – A Game-Changer for Alternative Asset Managers. Matrix Global Services Ltd (“Matrix”) is excited to unveil an innovative solution designed to help alternative #assetmanagers attract institutional investors and grow Assets Under Management (AUM). Our NAV Wrapper Insurance Program enables managers to offer a principal-protected fund, a rare and customized opportunity for institutional allocators seeking high-quality, risk-adjusted returns. This program protects the Net Asset Value (NAV) of investments against loss through an insurance-based wrapper backed by globally rated insurers. Why This Matters: For Managers: Gain recognition for exceptional risk management, attract prestige institutional investors, and offer a tailored principal-protected solution. For Investors: Access emerging managers in uncorrelated asset classes while meeting Investment Committee mandates and, for regulated institutions, potentially unlocking capital relief. For Insurers: Leverage their credit ratings and balance sheets to back-stop the value of well-managed investment vehicles, earning premiums for their role. Key Features of the Program: •   Coverage: $50–$100 million per fund, with potential for additional tranches. •   Term: 3–5 years, with flexibility to match investment needs. •   Risk Retention: Typically shared, with insurers covering the majority. •   Eligibility: Focused on managers with audited track records, robust AUM, and strategies demonstrating low volatility and uncorrelated returns. This solution is ideal for asset managers focused on private credit and asset-backed strategies with low leverage and consistent performance. Matrix serves as the exclusive manager of the #insurance program, overseeing due diligence, underwriting, and the placement process to ensure a seamless experience for managers and #investors alike. ________________________________________ Calling All Managers and Allocators, if you are: •   An alternative #assetmanager interested in exploring this principal-protected fund solution. •   An institutional allocator seeking innovative, risk-adjusted opportunities in insured funds. Let’s connect! Matrix is actively reviewing eligible strategies and facilitating conversations with investors. Together, let’s unlock new opportunities for growth and risk management in alternative #investments and #assetmanagement. https://lnkd.in/e2Jpfe3n

There is an increasing importance of transactional liability insurances in today's M&A landscape. Originally driven by the complexities of international M&A, there's a noticeable recent rise in the adoption of buy-side warranty and indemnity (W&I) insurance policies #Insurance #PrivateEquity #RiskManagement #TaxLiability #FinancialInstitutions https://lnkd.in/eygTPjgC

#wastetoenergy case study: How #insurance enhances #financialprotection for #biomass plant #investments https://lnkd.in/eAyTVkHK

Navigating Risks in M&A Transactions: A Lawyer’s Perspective on Insurance Due Diligence and W&I Insurance https://lnkd.in/geNQx42w #legal #law #m&a #insurance #duediligence