The volume of investments by Israelis in recent years in the world stock markets and properties in Israel and abroad globally has increased significantly. One of the reasons for this was the realization that at the current cost of living, they would have to generate additional income, which would allow them to meet their and their family’s life goals. The JLL company even published in mid-2022 data backing This trend, according to which, between 2017 and the first quarter of 2022, Israelis invested in real estate assets around the world about 16.5 billion dollars.

One of the most important factors that help many individuals invest their money wisely in the various investment channels are the skilled investment managers, who today face quite a few challenges and different regulatory requirements, requiring them, on the one hand, to maximize their clients’ profits as much as possible, and on the other hand, to adopt a cautious and conservative approach for the customers and for themselves. Since they are exposed to lawsuits and various regulatory investigations, which may endanger them and harm their good name, IMI insurance for investment managers was established for this purpose.

What Does IMI Insurance for Investment Managers Include?

  1. Coverage for claims against the management due to lack of supervision and negligent management.
  2. Coverage for claims arising from failure to provide professional services.
  3. Automatic coverage for new funds that are opened and merged.

Investment managers who manage assets worth hundreds and thousands of dollars may, in the course of their work, be exposed to lawsuits from their clients due to allegations of negligence or causing damage in order to enable them to do their work to the best of their ability, IMI insurance was founded, when today it is In a mandatory policy for private equity funds, venture capital funds, hedge funds, and real estate funds.