Portfolio Monitoring Backed by Research Expertise and Cutting-Edge Technology

Labaton Sucharow’s institutional shareholder program offers institutional investors comprehensive and efficient monitoring of the market, with no interruption of their day-to-day business activities. Our program provides sophisticated insights into the fundamental corporate finance details which matter most to large investors at their most vulnerable times and combines that information with technological solutions that allow our clients to efficiently monitor the market as a whole. 


Research Expertise

Substantial prior experience at prominent financial institutions enables our staff to intimately understand the priorities of investment manager clients, including those overseeing the holdings of banks, mutual funds, pension funds, insurance companies and major asset management firms.

We have the in-house skills and procedures to do more than watch for news stories involving our clients’ holdings. Our staff analyzes a company’s liquidity position, predicts the future impact of the disclosures on the company’s business, and recommends a legal strategy taking into account all of the investment factors, not just the immediate losses.


Technology Solutions

To maximize our clients’ opportunities for recovery, Labaton Sucharow has developed LPAS©,  an in-house proprietary software program that records and cross-checks clients’ holdings against companies who have pending litigation against them, and computes a client’s losses based on multiple methodologies.

Our software quickly and efficiently identifies potential opportunities for loss recovery. Once recovery opportunities are flagged, our staff examines the data, and carefully evaluates each potential case. We individually advise clients with respect to alternative courses of action regarding potential cases that are meritorious and appear to have a good chance of success.

Our approach offers clients the best of both worlds—comprehensive and efficient monitoring of the market, with minimal interruption of their day-to-day business activities.


Uncommon Client Service

Underlying our portfolio monitoring program is Labaton Sucharow’s commitment to high-level client service. Much of the Firm’s success has been driven by our dedication to look beyond individual cases to help our clients manage the legal issues relating to their entire investment portfolios over the long-term.

When our team identifies a matter of potential significance, we work with the client to determine whether it is in the client’s best interest to take an active or passive role, and whether, in the extraordinary circumstance, to seek appointment as lead plaintiff.

We provide quarterly updates of all of the cases in which our clients have an investment, and our financial/securities analysts prepare detailed reports on cases deemed to be of particular significance.