Out of Left Tail: How Adequate Property and Casualty Insurance Can Improve the Risk-Adjusted Return

The Wharton research has found that the ultra-high-net-worth (UHNW) individuals want their financial advisors to make tangible assets and risk assessment part of their advisory services. In this abbreviated report, gain the insights to help your UHNW clients achieve greater risk-adjusted returns in their portfolios and protect against substantial losses from a left-tail event—an infrequent, potentially catastrophic event, such as an accident and accompanying lawsuit. Plus, understand what to look for in an independent insurance agent or broker who can help close the risk management gap. 

For the full version of this Wharton & Chubb research report, see Does Wealth Change the Way You Think?