Portfolio Monitoring
Institutional investors have asset managers to invest their money, custodians to house their trading data, and investment advisors to guide them on strategy. None of these entities, however, is organized to tell you when your portfolio has lost money due to corporate wrongdoing — in the U.S., Europe and elsewhere — and the steps you can take to recover it. Our complimentary, customized portfolio monitoring service is designed to do just that, providing a “one-stop shop” for securities class actions and corporate governance matters globally, combining electronic identification of relevant actions, conservative yet innovative legal advice and comprehensive claims identification.
We offer our institutional investor clients two portfolio monitoring options, depending on their domicile:
Global Monitoring PlatformSM
— for U.S. clients
Umbrella Monitoring PlatformSM
— for clients outside the U.S.
The focus of both services involves monitoring your investment portfolio to:
- Identify all U.S. shareholder class actions affecting you;
- Analyze which class actions are meritorious (some are not);
- Calculate your losses due to the corporate wrongdoing alleged;
- Analyze when and how U.S. class actions can be used to implement corporate therapeutics in order to enhance your long-term investments;
- Identify European and other non-U.S. actions and engagements that may be relevant to your investments — at times engagement outside the U.S. may be a superior option to a U.S. class action
- Recommend clear, conservative analysis and advice on your options for recovering monies lost (e.g., take no active role; be a lead plaintiff; opt out; consider European or other non-U.S. options instead); and
- Improve your recoveries through settlement tracking (post-litigation).
We are the only plaintiffs’ firm able to focus our portfolio monitoring services on both the domestic and international needs of our clients. This begins with our Philadelphia and Washington offices. Added to this are the talents and resources of our affiliated offices around the world, plus our long-standing strategic alliance with Deminor, the largest and most respected investor protection group in Europe. Finally, we work with Institutional Protection Services, an Anglo-American company that is one of the leading specialists in claims filing and data management, which provides its automated end-to-end solution for institutional investors.
We would be pleased to provide additional details regarding our proprietary portfolio monitoring upon request. To learn more, please contact us.