Portfolio Monitoring and Case Evaluation
In a rapidly changing economic environment, institutional investors are challenged to deliver excellent returns and safeguard their assets, which involves significant time, expert analysis, and targeted technology. For most institutional investors, this requires a partner—a teammate who can insulate a portfolio from harm, so the investor can focus on the fulfillment of critical fiduciary duties.
This is where Labaton Sucharow’s team can assist. Through the team’s portfolio monitoring program, we are uniquely capable of identifying areas where financial losses may be recovered both in and outside of the United States, track trends that are of potential concern to investors, and we recommend the options at hand—whether it be a direct or class action strategy. Our aim is to provide realistic scenarios for recovery tailored to each client’s needs that allow clients to focus on their daily responsibilities without fear of missing critical developments.
We further scrutinize the merits of each potential case, and the damage caused, to ensure that we pursue the right cases on behalf of our clients. Whether or not a case is the “right one” depends on a number of factors.
Our approach works.
Labaton Sucharow has created a collegial environment, where our best work is achieved through collaboration and creative thinking. That is why our litigation group is strengthened by an in-house team of investigators—the largest in the plaintiffs bar, financial analysts, and forensic accountants, and are uniquely positioned to address the most sophisticated financial issues in the context of what is legal and what is fair.
Labaton Sucharow has created cutting-edge technological tools which connect clients to up-to-the-minute case information and portfolio developments. The Firm has developed two proprietary programs: the Labaton Portfolio Analysis System (LPAS), which catalogs, tracks, and analyzes our clients’ current and historical investment records; and the Labaton Securities Monitoring and Reporting Tool (LSMART), which tracks and analyzes large share price movements and related disclosures. These sophisticated programs allow us to quickly ascertain our clients’ financial exposure to companies alleged to have committed some wrongdoing that negatively affects investors. Results of our ongoing review and research are available 24/7 through our secure client login portal.
In addition to our hands-on review and analysis, Labaton Sucharow's case evaluation model ranks key factors of a meritorious case, providing additional insight toward developing a tailored—and winning—legal strategy. Our proactive, in-depth approach to investigation and evaluation allows us to build cases that withstand inevitable motions to dismiss. When we identify a case with merit, we advise action. When our investigation has failed to substantiate public allegations, we don’t hesitate to advise against action.