>Institutional Investors
Hagens Berman is a leading provider of specialized securities litigation services to public, private and Taft-Hartley pension funds. We offer proprietary and unparalleled asset protection and recovery services to both foreign and domestic institutions. Our institutional services provide participants with the ability to identify, investigate and react to potential wrongdoing by companies in which the institution invests.

Portfolio Monitoring. Timely information and analysis are the critical ingredients of a successful fraud recovery program. Institutions must receive quick and reliable determinations concerning the source of losses, their extent, the likelihood of recoupment and the best manner for pursuing it. Our Portfolio Monitoring Service provides these services at no cost to participating institutions.

The Hagens Berman Portfolio Monitoring Service has three primary components:

  • Tracking. The Service alerts clients of any significant portfolio losses due to suspected fraud.
  • Analysis. We provide clients with all necessary legal and factual analyses regarding possible recovery options, removing from the institution any burden connected with scrutinizing myriad instances of potential wrongdoing and attempting to decipher whether direct, recoverable injuries have resulted.
  • Reporting. A concise monthly report prepared by attorneys and forensic accounting fraud experts furnishes comprehensive answers to these inquiries. On a case-by-case basis, the report specifies each of the securities in which the client lost a significant amount of money, and matches those securities with an analysis of potential fraud likelihood, litigation options, and an expert recommendation on how best to proceed for maximum recovery.

Our Portfolio Monitoring Service performs its functions with almost no inconvenience to participating institutions. A client’s custodian bank provides us with records detailing the client’s transactions from the prior several years, and on a regular basis thereafter. None of the institution’s own personnel is required to share in this task, as we acquire the information directly from the custodian bank.

We provide our Portfolio Monitoring Service with no strings attached, and allow our clients to act without cost or commitment. In instances where a litigation opportunity arises, we believe our skills make us the ideal choice for such a role, although our clients are free to choose others.

Litigation Recovery. When your portfolio loses money because of corporate deception, our litigation services seek to recover a substantial percentage of those losses, thereby increasing your fund’s performance metric. As a fiduciary, money managers may not have the ability or desire to risk funds on uncertain litigation using typical hourly-rate law firms. Hagens Berman seeks to minimize the burden on the money manager by pursuing cases on a contingent-fee basis.

Depending on the size and facts of the case, we may advise that the investor bring an individual action. Or, the institutional investor can become the lead plaintiff in a securities class action against the offending company. We help clients decide which course of action is best for them, and are well-qualified to pursue either method of recovery.

Institutional investors that have retained Hagens Berman’s recovery services include the Chemical Bank, Chicago Regional Council of Carpenters (Pension and Health & Welfare Funds), City of Del Ray Beach Police and Firefighters’ Retirement System, ECA and Local 134 International Brotherhood of Electrical Workers Pension Trust, Federal Home Loan Bank of San Francisco, First Star Bank, International Brotherhood of Electrical Workers Local 640 and Arizona Chapter NECA Pension Trust Fund, Iron Workers’ District Council (Philadelphia & Vicinity) Pension & Benefits Plan, Ohio Public Employees Retirement System, Ohio State Teachers Retirement System, Pennsylvania State Public Employees Retirement System, Puerto Rico Public Employees Retirement System, Royal Bank of Scotland and United Western Bank.