Investment Plan trustees and administrators have a duty to preserve and protect the institution's investments. In this regard, it is imperative that they understand and make informed decisions concerning potential legal claims that the institution may have and participate in settlements from which the institution may be eligible to receive monies.

In order to assist our clients in fulfilling these responsibilities, Pomerantz has developed a proprietary portfolio monitoring system called PomTrack©. This system enables us to quickly identify fund losses that may have been caused by fraudulent or otherwise improper activity and is the first step in our in-depth case evaluation process. PomTrack© also enables us to track and evaluate securities class action settlements in which our clients may have claims. Through monthly reports, we advise clients of every settlement in which they might be eligible to participate, and the deadlines for objecting and filing proofs of claims. In this regard, we work to ensure that our clients are not part of the 70% of institutional investors who fail to claim their share of securities fraud settlements.

For further information regarding portfolio monitoring contact Marc I. Gross at migross@pomlaw.com  





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