I am proud of the skilled and talented team that we’ve assembled to ensure that fiduciaries carry out their responsibilities.
The touchstone of a successful litigation is client engagement and satisfaction. We pride ourselves on our ability to work effectively with clients—to communicate and take on as much as possible so that they don’t have to.
Our work is about trust—trust we earn by acting in our clients’ interests and getting the results they demand. That’s how we built our reputation: client by client, case by case.
We fight the good fight every day and we do it against the nation’s best defense lawyers. If that doesn’t keep you at the top of your game, nothing will.
In our practice, the word ‘selective’ comes up again and again. We are as selective about our case recommendations as our clients are about choosing a law firm.
I get great satisfaction knowing we’re helping the little guy. Our resources and know-how mean David can face Goliath armed with more than a slingshot.
Portfolio Monitoring & Case Evaluation Services
Consistency
Delivered
Portfolio Monitoring & Case Evaluation Services
Consistency
Delivered
For more than two decades, Berman Tabacco has been trusted to provide portfolio monitoring and case evaluation services to our institutional clients (with asset sizes ranging from less than $20 million to over $400 billion). Our comprehensive portfolio monitoring and case evaluation services are designed to quickly identify client exposure to securities fraud and other corporate misconduct and provide timely written case evaluations. We maintain an entirely in-house new case evaluation department comprised of litigators (partners and associates), portfolio analysts, and seasoned investigators.
The firm’s monitoring services include:
- Robust portfolio monitoring tools that provide exceptional transparency into our clients’ investment portfolios, allowing early detection of investment losses.
- Monitoring of a broad range of financial instruments, including common stock, preferred shares, options, fixed income, foreign equities and bonds, REIT’s convertible debt, private equity investments, and derivative products such as asset-backed securities, forwards, futures, options, and swap contracts.
- An entirely in-house new case evaluation team focused on reviewing client losses and investigating and evaluating potential legal claims.
- Comprehensive case recommendations and refined loss calculations to assist clients in making informed decisions about whether to initiate legal action.
- Quarterly reporting of the firm’s portfolio monitoring services.
Berman Tabacco is continually praised by our clients for our sophisticated case evaluations and refined loss calculations. We attribute this positive feedback to the fact that the firm, through its dedicated new case evaluation team, expends considerable resources to evaluate potential cases and explore numerous alternative theories of recovery to help recoup client losses. We are sensitive to our clients’ interests and recommend legal action only when our clients have a meaningful interest in the litigation, the claims appear meritorious, and there is a strong possibility of obtaining the sought-after relief for our clients. We are equally careful to inform our clients when not to pursue litigation.
The firm is selective in recommending cases to our clients, employing a rigorous case evaluation process led by highly experienced attorneys. The quality of the firm’s portfolio monitoring, case evaluations, and recommendations is evidenced by the fact that the firm’s dismissal rate for cases which the firm has acted as lead or co-lead counsel under the Private Securities Litigation Reform Act of 1995 is less than half the overall dismissal rate for such cases, as published by Cornerstone Research.
Berman Tabacco also provides portfolio monitoring services for international securities litigation. The firm’s international securities litigation monitoring capabilities evolved from the global relationships that our attorneys have cultivated over the years. This network includes attorneys from numerous non-U.S. jurisdictions, as well as global litigation services providers. In addition to identifying international securities litigation, the firm’s portfolio monitoring services for international securities litigation encompass analysis of: (i) competing funding agreements; (ii) the reliability of the funder; and (iii) any potential exposure under international laws.
For more information regarding the firm’s portfolio monitoring and case evaluation services, please contact Leslie R. Stern at (800) 516-9926.
Portfolio Monitoring & Case Evaluation Services
Consistency
Delivered
For more than two decades, Berman Tabacco has been trusted to provide portfolio monitoring and case evaluation services to our institutional clients (with asset sizes ranging from less than $20 million to over $400 billion). Our comprehensive portfolio monitoring and case evaluation services are designed to quickly identify client exposure to securities fraud and other corporate misconduct and provide timely written case evaluations. We maintain an entirely in-house new case evaluation department comprised of litigators (partners and associates), portfolio analysts, and seasoned investigators.
The firm’s monitoring services include:
- Robust portfolio monitoring tools that provide exceptional transparency into our clients’ investment portfolios, allowing early detection of investment losses.
- Monitoring of a broad range of financial instruments, including common stock, preferred shares, options, fixed income, foreign equities and bonds, REIT’s convertible debt, private equity investments, and derivative products such as asset-backed securities, forwards, futures, options, and swap contracts.
- An entirely in-house new case evaluation team focused on reviewing client losses and investigating and evaluating potential legal claims.
- Comprehensive case recommendations and refined loss calculations to assist clients in making informed decisions about whether to initiate legal action.
- Quarterly reporting of the firm’s portfolio monitoring services.
Berman Tabacco is continually praised by our clients for our sophisticated case evaluations and refined loss calculations. We attribute this positive feedback to the fact that the firm, through its dedicated new case evaluation team, expends considerable resources to evaluate potential cases and explore numerous alternative theories of recovery to help recoup client losses. We are sensitive to our clients’ interests and recommend legal action only when our clients have a meaningful interest in the litigation, the claims appear meritorious, and there is a strong possibility of obtaining the sought-after relief for our clients. We are equally careful to inform our clients when not to pursue litigation.
The firm is selective in recommending cases to our clients, employing a rigorous case evaluation process led by highly experienced attorneys. The quality of the firm’s portfolio monitoring, case evaluations, and recommendations is evidenced by the fact that the firm’s dismissal rate for cases which the firm has acted as lead or co-lead counsel under the Private Securities Litigation Reform Act of 1995 is less than half the overall dismissal rate for such cases, as published by Cornerstone Research.
Berman Tabacco also provides portfolio monitoring services for international securities litigation. The firm’s international securities litigation monitoring capabilities evolved from the global relationships that our attorneys have cultivated over the years. This network includes attorneys from numerous non-U.S. jurisdictions, as well as global litigation services providers. In addition to identifying international securities litigation, the firm’s portfolio monitoring services for international securities litigation encompass analysis of: (i) competing funding agreements; (ii) the reliability of the funder; and (iii) any potential exposure under international laws.
For more information regarding the firm’s portfolio monitoring and case evaluation services, please contact Leslie R. Stern at (800) 516-9926.