Portfolio Monitoring + Loss Recovery System

The Firm has been providing our proprietary securities monitoring service, PT+, to institutional investors such as city, county, and state retirement systems, public pension funds and Taft-Hartley pension funds at no cost for over 20 years, with oversight of more than a trillion in fund assets. With our network of global offices, we possess a broad, cross-jurisdictional reach. This  capability enables us to deliver monitoring, asset protection, and recovery strategies tailored to the needs of our clients, irrespective of their corporate headquarters or the locale of their damages.

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US FOREX

Antitrust + Competition

$2.3 Billion in US settlements for market manipulation

BoA/US BANCORP

Securities Litigation

Novel investment recovery under The Trust Indenture Act

Wendy's

Consumer Litigation

Data Breach case with $50 Million settlement

GOOGLE

Corporate Governance

Record-setting sexual harassment settlement of $310 Million in corporate reforms

GLOBAL PORTFOLIO MONITORING

PT+ is a highly effective computer-based system developed by the Firm to facilitate the complex litigation monitoring and evaluation services required by institutional clients. The system acts as an electronic portfolio watchdog, automatically tracking every securities transaction and creating triggers when a client fund is potentially impacted by fraud or corporate mismanagement. Our in-house team of financial, data and legal experts then run scenarios to develop in-depth reports and calculate the potential losses or damages our clients might have suffered. While many monitoring services simply alert the client to potential damages, our team of experts conducts a complete analysis and presents our client a recommendation based on an honest and educated estimation of the expected ROI of litigation.