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. Hagens Berman’s Portfolio Monitoring Service provides these services at no cost to participating institutions.
The Hagens Berman Portfolio Monitoring Service has three primary components:
The Portfolio Monitoring Service requires little additional effort for participating institutions. A client’s custodian bank provides records detailing the client’s transactions from the past several years, and on a regular basis thereafter. None of the institution’s own personnel are required to share in this task, as the information is acquired directly from the custodian bank.
Clients who choose to utilize the Portfolio Monitoring Service are allowed to act without commitment. In instances where a litigation opportunity arises, we believe our skills make us the ideal choice for such a role, but clients are free to choose others.
Learn more about our litigation services and our method for recovering losses on behalf of shareholders and institutional investors.